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.

• Manage attachments for the plan file.

To view and work with attachments for the current file, click the attachments icon in the Task bar The toolbar that displays across the top of Web Client pages, underneath the Navigation bar. The Task bar provides access to various tasks that are specific to the current area, page, or document.. The File Attachments panel displays all existing attachments. If the plan file does not currently have any attachments, 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 File Attachments icon is displayed only if attachments are enabled for the file group to which the plan file belongs.

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.

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

• 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 orsave the attachment locally first. Your computer or device must have a program that is capable of opening the attachment's file type.

When you open an attachment from the Web Client, the attachment does not have any link back to the Axiom 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 upload the attachment again.

Editing attachments

You can edit the file name of the attachment and 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 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 upload the attachment again.

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, and then click OK.

Axiom displays the revised file name and description 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 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.