AX3007

Viewing and managing file attachments for a plan file

Some file groups support the ability to attach supporting files to individual plan files. For example, in a capital planning process, you may want to attach various supporting information about the capital request, and have that information easily reviewable along with the plan file itself.

NOTE: This topic explains how end users can view and manage file attachments for their plan files. If you are an administrator and want to learn more about enabling this feature for file groups and managing it at the file group level, see Using file attachments with file groups.

If you have read/write access to a plan file, then you can add and delete attachments as well as view attachments. If you have read-only access to a plan file, then you can only view existing attachments.

To access the file attachments for a plan file:

  1. Open the plan file.

  2. On the Axiom tab, in the File Options group, click File Attachments.

One of two dialogs will open, depending on your level of rights to the plan file: the Browse Attachments dialog to view existing attachments, or the Manage Attachments dialog for full attachment rights.

Browsing file attachments

The Browse Attachments dialog lists all current file attachments for the plan file. To open an attachment, select the file in the list and click Open (or you can double-click the file).

How the attachment opens depends on the type of attachment. Excel-compatible files will open directly in the current Axiom Software session, in a new tab. Other file types will open in their native application—such as Word for a DOCX file, or Adobe Reader for a PDF file—assuming that application is present on your computer.

Managing file attachments

Using the Manage Attachments dialog, you can add, delete, and view attachments for a plan file.

  • Adding a file attachment: Click Upload Attachment, and then navigate to the file that you want to add as an attachment. The file will be imported into the Axiom Software database and associated with the plan file.

  • Deleting a file attachment: Select the file that you want to delete, and then click Delete. The file is deleted from the Axiom Software database and will no longer be available as an attachment.

  • Renaming a file attachment: To rename a file attachment, right-click the attachment and then click Rename. The name becomes editable and you can type your changes.

  • Editing the attachment description: To define or edit the description for the file attachment, select the file and then click Edit Description.

  • Opening a file attachment: Select the file that you want to open, and then click Open (or you can double-click the file).

If the attachment is an Excel-compatible file that opens within the Axiom Software session, it will open with read/write access. You can edit the file and save changes if desired.

If the attachment is a Word file or a PowerPoint file, then it opens in its native program with read/write access if the corresponding Axiom Software add-in is already installed (or if it is successfully installed when the file is opened). You can edit the file and save changes by using the add-in.

If the Word or PowerPoint add-in is not installed, or if the file is some other file type, then you cannot edit and save the file directly. If you need to edit one of these files, you should save a copy of the file locally and make your edits. You can then delete the existing file attachment in the Axiom Software database, and upload your edited copy.

AX3007