Adding a document to an Item

Modified on Fri, 13 Oct 2023 at 09:49 PM

Once you have created an Item you may upload documents to be retained with the Item and be available for other users to inspect. Any document file up to 3MB in size may be uploaded. 

To do this navigate to the Item list in a Project and select the Item to which you wish add your attachment. 

Click on the Item Number to open the Edit dialogue for that Item. 

Select the tab with the Paper Clip icon and click on the Plus icon next to the heading Title.

This will display a dialogue which allows you to browse and select the file you wish to upload and give the file a meaningful Title which will be displayed in the Attachments tab. 

Once the Item has been saved a Paper Clip icon will be displayed in the Items list to indicate that there are one or more attachments on this Item. 


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