AX1619

Working with file attachments

When viewing a plan file, you can upload file attachments to associate with the plan file, view existing attachments for the plan file, and manage attachments for the plan file.

To view and work with attachments for the current file, click the attachments icon in the Task BarThe gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document.. The File Attachments panel opens, showing all existing attachments. If the plan file does not currently have any attachments, then the panel is empty.

Example plan file attachments

Attachments are listed in the order they were uploaded or modified, with the most recently uploaded or modified file listed at the top. The name of the user who uploaded the attachment is also listed.

NOTE: The gray task bar is only available if it has been enabled for the form. Even if the task bar is available, the File Attachments icon only displays if attachments are enabled for the plan file.

Uploading attachments

You can upload a new file attachment for the current plan file if you have read/write access to the plan file.

To upload a new attachment:

1. Click Upload Attachment at the top of the File Attachments panel.

2. In the Open dialog, select one or more files to upload. This dialog is the normal file explorer dialog for your operating system.

3. Click Open to upload the selected files and attach them to the current plan file.

Once the upload is complete, the new attachments display in the File Attachments panel. These attachments are available to all users with access to the plan file, in any Axiom Software client.

Downloading and opening attachments

All users with access to a plan file can download and open existing file attachments for the plan file. To open an attachment, you can do either of the following:

• Click the attachment file name in the File Attachments panel.

  OR

• Click the download icon underneath the attachment name. To access the attachment management icons, hover your cursor over the attachment in the File Attachments panel.

The behavior of the download depends on the browser that you are using and its settings. You may have the option to open the attachment directly, or you may have to save the attachment locally first. Your computer or device must have a program that is capable of opening the attachment's file type.

When an attachment is opened from the Web Client, the attachment does not have any link back to the Axiom Software database. If you modify the contents of the file, the modification is not saved to the database. If you need to modify the contents of the file in the database, you must edit and save the file locally and then re-upload the attachment.

Editing attachments

You can edit the file name of the attachment and/or its description. If an attachment has a description, the description is displayed underneath the file name. You must have read/write access to the plan file in order to edit an attachment.

It is not possible to directly edit the contents of an attachment using the Web Client. If you need to modify the contents of the attachment, you must edit and save the file locally, and then re-upload the attachment.

To edit the name or description of an attachment:

1. Click the edit icon underneath the attachment name. To access the attachment management icons, hover your cursor over the attachment in the File Attachments panel.
2. In the Edit File Attachment dialog, edit the File Name and Description as needed, then click OK.

The revised file name and/or description displays in the File Attachments panel.

Deleting attachments

You can delete an attachment if it is no longer needed. You must have read/write access to the plan file in order to delete an attachment.

To delete an attachment, click the delete icon underneath the attachment name. To access the attachment management icons, hover your cursor over the attachment in the File Attachments panel.