Attachments Page for a Discussion

During a discussion, a participant might need to attach a document to support the posted message. Participants can access documents on a discussion as well as messages within a discussion. A file can be uploaded externally or added from a Bookmark, depending on the application in use. Attachments can be added to any discussion or reply.

Required access roles: see Access to Messages.

To access this page:

  1. View the discussion thread, see

    Discussion Thread Page

  2. In the navigation pane, Attachments.

This topic describes:

This page discusses:

See Also
In Other Guides
Documents and Content
Page Toolbar Icons

Columns

The owner and all persons that have at least read access to the parent object of the discussion have access to this summary. They will see all attachments to the original message as well as all replies. If a document is in a Bookmark, anyone who has access to the Bookmark also has access to the document. For uploaded external files, all discussion participants have download, check out, and check in access to the file.

Column Name Description
Locked status Shows the number of locked items out of the number of files checked in. For example, 1/2 means that 1 of the 2 documents that make up the attachment has been checked out and locked. To see who locked the file, click the numbers in this column and hold your cursor over the lock icon in the pop-up message. When a file is locked for edit, no one else can lock the file for editing or check in a new version of the file until the person who is editing it unlocks the file manually or checks in a new version. Even if a file is locked, you can still view it and save it to your computer.
The route icon shows if this attachment is part of a route.
Name The name of the item. See Document Properties and Files Page. The icon to the left of the name indicates the type of item:
  • for standard documents
  • for 3D JT files
Title The title entered for the attachment when it was created or uploaded.
Rev Revision level of the attachment. The revision series may be numbers or letters, or there may not be a revision. See Document Revisions Page.
Ver The version number for the attachment. SeeFile Versions Page. A version of 1 represents the first time the file was added. Version number 2 means a person checked out the original file for revising and then checked in a new version. Version number 3 means a person checked in a second version and so on.
Type The type of attachment, such as Document, and so on.
Actions The actions you can perform on the listed content. If a particular icon is not displayed, then the item's status does not allow the action (for example, the Unlock icon is only available for locked files) or you do not have access to perform the action.

Icon Name Action
Subscribe

View and select subscriptions for a document.

Download

Download the file to your local machine without locking it on the server. Navigate to the folder or directory you want to contain the file. Multiple files are downloaded in a single zip file.

View

View the file in a registered viewer.

Check Out and Lock

Check out the file to your local machine and lock it from other users. Navigate to the folder or directory you want to contain the file.

Upload Files

Upload a new file. See Uploading Files.

Check In

Update a checked-out file to its next version. See Uploading Files.

Lock

Lock the file without checking it out.

Unlock

Unlock the file without checking in a new version.

Description Details of what the attachment is or what the attached file contains.
State The state within the lifecycle for the document.

The attachments for each message and reply are independent. A document attached to a reply does not show up in the list for attachments to the original message.

Actions/Toolbar Commands

Action Description For More Information
Add Bookmark Root Content Search for content from a Bookmark Root. Predefined Queries
Create New > Document or Document Creates a new attachment. Creating Documents
Upload Copies a new file from your local machine and check it into this Document object. Uploading Files
Remove Removes checked attachments, click OK to confirm. --