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.
What users can do in Attachments
- Link supporting files to a main document
- Upload attachments from Document Details
- Export the attachments list
- View document lineage from the Attachments section
- Open the Attachments section from right-click options
How to upload an attachment
Users can upload attachments from the 'Attachments' tab in Document Details, or directly from the right-click menu options.
| Step | Description |
|---|---|
| 1 | Navigate to the 'Attachments' tab in Document Details. 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