Attachments Detail Section - Universal Procedure

The Attachments detail section allows you to add attachments to your workspace records.

To perform actions in this detail section, you need to be able to see the Details pane. Click the List View, Summary View, and Map View buttons to toggle different content views. For more information about different content views, see the Content Views section of the Common Attributes of Workspaces page.

ClosedAdd Attachments

To add attachments to a record:

  1. Select the Attachments detail section from the Detail Section menu.

    The Attachments detail section opens.

  2. Click the Add Attachment button Pictured is a gray button in the shape of a plus symbol. in the toolbar on the right side of the Details pane.

    The Add window opens.

  3. Click the Browse button.

    An Upload dialog box opens.

  4. Select the file you would like to upload.

  5. Click the Open button.

    The File Name field populates with the file name of the file you have chosen.

  6. Add a description of the file to the Description field.

  7. Choose between two options:

    • Click the Save button.

      This saves your attachment and closes the window.

    • Click the drop-down arrow next to the Save button and click Save & New from the field.

      This saves the current attachment and allows you to add another attachment. Repeat steps 3 - 7 until you are done adding attachments.

ClosedDelete Attachments

To delete attachments from a record:

  1. Select the Attachments detail section from the Detail Section menu.

    The Attachments detail section opens.

  2. Select the attachment you want to delete.

  3. Click the Delete Attachment button Pictured is a gray button in the shape of a trash can.in the toolbar on the right side of the Details pane.

    A dialog box opens, asking you to confirm your choice.

  4. Click the OK button.

    The attachment is deleted.