1. User Guide
  2. Working with Lists and Records
  3. Records
  4. Working with Attachments

Working with Attachments

Depending on your access profile, you can attach files to the following types of records: authorizations, expense reports, receipts, time-off requests, timesheets, projects, phases/tasks/milestones, issues, employees (resources), bookings, booking requests, resource requests, resource request queues, purchase items, purchase orders, purchase requests, request items, customer POs, invoices, and revenue recognition rules.

For most of these record types, you can add and manage attachments from the Attachments section on the entity, properties or demographic form.

This help topic describes the classic attachments functionality. If the Attachment File Drag and Drop feature is enabled for your account, it replaces the classic attachments functionality for the expense report properties form, receipt form and project properties form. For more information about the Attachment File Drag and Drop feature, see Attachment File Drag and Drop.

You can add attachments when you create a record, before saving it, or when you update a record. See Adding Attachments.

You can remove, update or download attachments when you view or update a record. See Managing Attachments.

Adding Attachments

If your access profile allows you to add attachments to a record, you can attach either one or multiple files from your computer or one workspace document

To add attachments to a record:

  1. On the entity, properties, demographic or new record form, scroll down to the Attachments section.

  2. Do one of the following:

    • To add a file from your computer as attachments, click Browse, select a file from your computer and click Open. Repeat to attach multiple files.

    • To attach a workspace document, select the workspace then select the document. The file is listed under Current Attachment(s).

    The file names or workspace document file name appear under Current Attachment(s).

    If you're adding an attachment when creating a record, before you save the record, the attachment is not saved until you save the record. To remove the attachment, click Delete next to the attachment file name.

    If you're adding an attachments to an existing record, the attachment is saved automatically. You don't need to save the record. For information about removing or managing attachments added to an existing record, see Managing Attachments.

Managing Attachments

If your access profile allows you to view and modify the attachments section on a form, you can remove, replace or download the attached files.

If your access profile allows you only to view the attachments section on a form, you can download the attached files.

To remove, replace or download attachments to an existing record:

  1. On the entity, properties, demographic form, scroll down to the Attachments section.

  2. Click Manage current attachment(s).

    A window appears showing the list of attachments. The list can include columns with information about the attachments including the name, size (in kilobytes), uploaded by, title, and module.

  3. Do any of the following:

    • To delete an attachment, click the delete icon Delete icon next to the attachment under the Action column, then click Save to confirm the file deletion and return to the attachment list.

    • To replace an attachment, click the edit icon Edit icon next to the attachment under the Action column. The Replace attachment form appears, click Browse, select a file from your computer and click Open to return to the form.

    • To download an attachment, click the download icon Download icon next to the attachment under the Action column.

    • To download all attachments, click Download all attachments under the list.

  4. Close the window.