Managing Attachments

You can add and view attachments, including images, that depict or define the issue.

You can select Popup to open the attachments in a new window.

The top of the tab shows the name of the user who uploaded the document, with the date and time. You can click the name of any attachment in the catalog or slider to load it into the viewer.

You must have the Author or Leader access role to upload content.

You can click Thumbnail View and Grid View to select either the grid or thumbnail view.

Create and Add Existing actions are not available for an issue in the Completed state.

This task shows you how to:

Before you begin: Use one of these methods to display the attachments for an issue:
Context Description
List of issues
  1. View the list of issues.
  2. Right-click an issue and select Attachments.
Attachments tab for a specific issue
  1. In the list of issues, select the required issue.
  2. Click Information.
  3. Click Attachments.
See Also
Managing Documents

Attach a File

You can attach files that provide additional details for an issue.

When you attach an image to the issue, it becomes the primary image for the issue. If you add an image attachment when creating, rejecting, or approving the issue, that attachment becomes the primary image and any attachment added using the Attachments tab does not replace it as primary.

To attach an existing file, click Add Existing.

To attach a new file, click From Local Disk.

You can attach files with the following file extensions:

  • Image: JPG, JPEG, PNG, BMP, GIF
  • Audio: MP3, MPEG, OGG, FLAC
  • Video: MP4, AVI, MP, MKV, WEBM, MOV
  • Office: PDF, PPT, PPTX, DOC, DOCX

If you copy an image file in a file window, you can use Ctrl + V to paste the path into the file name box in the File Open dialog box.

Take a Screenshot

You can use Issue 3D Review to take a screen shot of a 3D image and add it as an attachment to an issue.

Click Screen shot.

For more information, see the Issue 3D Review User's Guide.

Add an Annotation to an Image

You can use Issue 3D Review to add markup text to the select 3D image.

  1. Select the required image.
  2. Click New Annotation.

    For more information, see the Issue 3D Review User's Guide.

Set a Primary Image

You can specify a primary image for the issue. This image displays in thumbnails when the issue shows in a list.

  1. Select the required image.
  2. Click Set the selected image as primary.

Open an Attachment

You can open in attachment in an app that lets you work with the object type.

Click Open and select the required app. For example, you can select Document Management to open a document.

For more information, see the user's guide for the selected app.

Download an Attachment

You can download an attachment to your computer.

Click Download and use the dialog box to save the attachment.

Detach or Delete an Attachment.

You can remove an attachment from an issue.

  1. Select the required attachment.
  2. To detach the attachment, click .Detach. The attachment is still available for future use.
  3. To delete the attachment click Delete.

Group and Sort Attachments

You can sort the list of attachments by one of several schemes.

  1. To group attachments by file type, click Group By. Then click None or Type.
    Attachments are grouped in this order:
    • Images
    • Video
    • Audio
    • Office documents (PowerPoint, Excel, Word)
    • All other attachment types
  2. Click Sort Attachments and choose an option to define how to sort the attachments. The icon shown in blue is the active sort method.

    Option Description
    Newest to oldest based on the attached date
    Oldest to newest based on the attached date
    Ascending by Title
    Descending by Title

    If you selected a group, the attachments use the selected sorting method within each group.

View Information about Attachments

You can view information about any attachment.

Right-click the required object and select Information.

The available tabs vary depending on the type of attachment. For more information, see the user's guide for the app that creates and manages the object type.