Attachments

You can add, delete, download, and edit attachment(s) on document edit pages.

To add an attachment:

  1. In the Attachments section, click .

The File Upload window displays.

Note: You can also drag & drop the file(s) from your computer to the Attachment section.

  1. Choose one of the following upload options:

    a. Select Browse to select the file(s) you want to upload.

    b. Drag the file(s) you want to upload and drop them in the Attachments section.

The files is uploaded.

Tips: If the file is a PDF or image file, a thumbnail of the attachment(s) appears. You can rotate images by clicking Rotate 900.

To delete an attachment:

  1. Next to the attachment you want to delete, click Delete.

    The attachment is removed from the document and no longer appears in the Attachments section.

To download an attachment:

  • Next to the attachment you want to download, click Download.

The attachment is downloaded to your local Downloads folder.

Note: Depending on your browser, you may be prompted to choose a save location for the downloaded attachment.

To edit an attachment:

  1. Next to the attachment you want to edit, click Edit.

    The File page for the attachment appears.

  2. Edit necessary file properties:

      • Enter a new Title.

    2. In the upload section you can:

      To upload a new file:

      1. Do one of the following:
      1. Drag a file from your computer to the Upload section.
      2. Drop the file.
      1. Click Browse.
      2. The Open window appears.
      3. Locate the file you want to upload.
      4. Click the file.
      5. Click Open.

      The Upload History shows all changes that were made to the file. To revert to a previous revision:

      • Click Revert to this Revision.

      Tip: You can view previous revisions at any time by clicking the File Name link.

    3. The Download History shows all changes that were made to the file. To revert to a previous revision:

      • Click Revert to this Revision in the Upload History section.

      Tip: You can view previous revisions at any time by clicking the File Name link.

    4. To limit access to a file:

      • Select the check boxes to the Group(s), Discipline(s), and Trades(s) you want to have access the file.

      Note: Limiting access to a file only applies in the File List. If this file is linked in another document, any access properties set will not be applied.

    5. The Users Watching section displays all users watching this specific file.

      a. To start watching the file, click .

      b. To stop watching the file, click .

    6. To change the folder the file is in:

      1. Select a folder.
      2. Click Save.

       

      To clear the current select folder:

      Click .