Attachments
The Attachments section is used to link supporting files to a main document while keeping the main document unchanged. Attachments are helpful for related material such as backup information, appendices, or correspondence that should stay associated with the document, but should not replace the primary file or create a new document revision.
How to Upload an Attachment
Users can upload attachments from the Attachments section of a document's Doc Details, or directly from the 'right-click' menu options.
| Step | Description |
|---|---|
| 1 | Navigate to the Attachments section in the relevant Doc Details dialog. Alternatively, right-click the relevant document and select Attachments. |
| 2 | Click Add Attachment. |
| 3 | Select the relevant document from your device. |
| 4 | In the Upload Documents dialog, follow the prompts and complete the required fields. Click Next to continue. Note: Selecting a folder is required, as document permissions are folder-based. |
Here is an example of uploading an attachment:
Example: Uploading an Attachment