---
title: "Using Document Storage in Web Applications"
slug: "using-document-storage-in-web-applications"
updated: 2026-07-30T17:23:32Z
published: 2026-08-11T11:57:45Z
canonical: "help.idibilling.com/using-document-storage-in-web-applications"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Document Storage in Web Applications

Any area in a Web Application that supports viewing or attaching stored documents, for example an account in Customer Care, or a Ticket in the Tickets web module, provides the paper clip icon for accessing document functionality.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82793(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A46Z&se=2026-11-14T12%3A21%3A46Z&sr=c&sp=r&sig=PWIeeCa9n%2FA%2BTsTbI50GjZC4a63qRX8Pg7fuL1xVW6Q%3D)

Clicking the paper clip displays a dialog for managing existing documents for the associated object (account, ticket, etc...) and attaching new documents. You can filter the list of documents using the Categories drop down menu. The value in parenthesis (e.g. (1) ) indicates the number of documents for the associated category.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82798(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A46Z&se=2026-11-14T12%3A21%3A46Z&sr=c&sp=r&sig=PWIeeCa9n%2FA%2BTsTbI50GjZC4a63qRX8Pg7fuL1xVW6Q%3D)

To attach a document click **+ ATTACH DOCUMENT**. This displays the Windows Open File dialog for selecting a document to attach.

The Document Management dialog provides three action icons for editing, replacing, and deleting documents.

**Show Picture**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82800(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A46Z&se=2026-11-14T12%3A21%3A46Z&sr=c&sp=r&sig=PWIeeCa9n%2FA%2BTsTbI50GjZC4a63qRX8Pg7fuL1xVW6Q%3D)

| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82801(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A46Z&se=2026-11-14T12%3A21%3A46Z&sr=c&sp=r&sig=PWIeeCa9n%2FA%2BTsTbI50GjZC4a63qRX8Pg7fuL1xVW6Q%3D) | Edit - Opens a dialog for editing the Document Properties: - Name - Confidential setting - Notes |
| --- | --- |
| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82802(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A46Z&se=2026-11-14T12%3A21%3A46Z&sr=c&sp=r&sig=PWIeeCa9n%2FA%2BTsTbI50GjZC4a63qRX8Pg7fuL1xVW6Q%3D) | Replace - Opens the Windows Open File dialog to find and select a different document |
| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82803(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A46Z&se=2026-11-14T12%3A21%3A46Z&sr=c&sp=r&sig=PWIeeCa9n%2FA%2BTsTbI50GjZC4a63qRX8Pg7fuL1xVW6Q%3D) | Delete - Deletes the association of this document to the object to which it is attached (customer account, ticket, etc...) |