The Item Editor Attachment tab enables users to upload files related to the item, storing all associated files in one place.
Item Editor Attachments
Attachments Tab
In the Item Editor, go to the Attachments tab to upload any related documents.
Item Header
The attachment item header expanded displayed information including:
- Commodity
- Item Image
- Item Number, Name & Status
- Description
- Specifications
- Unit Breakdown
- Reference #
- Miscellaneous Use
Search Here
The Item Editor Attachments window includes simple search capability.
Simple Search: Attachment Name, Uploaded By
Details
The Item Attachment information bar includes :
- Attachment Name
- Attachment Type
- Uploaded On
- Uploaded By
- Actions
Actions
View, Download and Delete
The attachment grid includes three actions: View, Download and Delete.
- View: Opens the attachment in the Upload Document window for easy viewing.
- Download: Saves a copy of the attachment to your device for record-keeping or offline access.
-
Delete: Permanently removes the attachment from the system.
- Use with caution, as this action cannot be undone.
Uploading Documents
Attachment Type
The Attachment Type field is mandatory and is used to classify the attachment. Selecting the appropriate type helps organize and manage attachments more effectively within the document.
Selecting the File
Uploading Documents
- Use the widget to drag and drop files, or click in the area to browse and select files manually.
- You can also use the Select Files button to choose files from your device.
Supported File Types
- DOC
- XLSX
- TXT
- JPG
- JPEG
- GIF
- PNG
- MP4
- MOV
Managing Files Before Uploaded
- Click the edit filename icon to modify the name.
- Click the delete icon to remove it from the upload list.
Uploading the File
- Click Upload add the attachment to the document.
Steps to Upload a Document
Steps to Upload a Document
- Select an Attachment type from the dropdown.
- Use the widget to drag and drop files, or click in the area to browse and select files manually.
- You can also use the Select Files button to choose files from your device.
- Click Upload to complete the process.