Managing Documents

You can use documents as related objects or attachments.

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. Expand the required issue to display the related objects and attachments.
Related Objects tab for a specific issue
  1. In the list of issues, select the required issue.
  2. Click Information.
  3. Click Related Objects.
Attachments tab for a specific issue
  1. In the list of issues, select the required issue.
  2. Click Information.
  3. Click Attachments.
Right-click the required document and select the action you want to perform.
OptionDescription
Preview Opens the document in 3DPlay.
Edit Locks the document and downloads the file to your computer. Not available if you or someone else has locked the document.
Undo Edit Only shows if you previously selected Edit for the document. Removes the lock for editing without uploading a file.
Update

Only shows if you previously selected Edit for the document. Lets you upload the edited file. The app creates a new version of the file and removes the lock from the document:

  1. Click Select File.
  2. Use the browser search dialog box to select the required file. If you select a file with a different name than the one you downloaded, the app prompts you to confirm your choice.
  3. Enter comments about the edits made.
  4. Click OK.