Adding Attachments to a Document

Any number of uncontrolled attachments can be added to the Document record. The attachments are saved to the database which means they no longer need to be stored on the user's local drive.

1. From the Document record tree, click the Attachments link.
   Result: The Attachment window is displayed.
2. Click Action > Add.
3. Enter a description of the document.
4. Browse to and select the document to attach to the Document record.
5. Click the Save button.
   Result: The attachment has been added to the Document record.

NOTE: An attachment's content cannot be edited from the record to which it is attached. Content must be edited from the file's location in the external directory, deleted from the Attachment link and re-attached to the record. The procedure to view an attachment is dependent on the browser.

See Also

Configuring Work Group Access

Adding Categories to a Document Record

Deleting Categories From a Document Record

Adding References to a Document

Adding Distribution Lists to a Document

Updating Distribution Statuses for a Document

Adding Revision Notes to a Document

Viewing Changes for a Document

Viewing a Document's History

Comparing Different Builds of the Same Document Revision

Adding Roles for Training Requirements to a Document

Reviewing a Document

Adding Attributes to a Document

Deleting Attributes From a Document

Viewing the Bill of Material

Document End User Steps

Document Other Actions