Add Documents to items

Back Top Previous Next

Add a document via drag and drop

Open the Item in View mode, then drag and drop the file (from the drive/network) directly onto it.

 

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.

 

showhidden

 

Add a document from clipboard

Right click on the document and select copy.

 

With the Item in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

 

adddocfromclipbd

 

doctabqty

Once added, the document will be accessible via that Item’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the job. That number will increase as more documents are added to the job.

 

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the Item's Documents tab, as follows:

open the Item in Add or Edit mode

go to the Documents tab in the footer

select Add New, or Link Existing

select the document from the list.

 

See Add or Link Existing Document for more detailed information.

 

Unlink/delete a document from a Item

Unlink a document (ie. remove the link) or delete a document from a Item in this manner:

open the Item in Add or Edit mode

go to the Documents tab in the footer

select the document from the grid

click on Delete Document or Remove Link.

 

See Add or Link Existing Document for more detailed information.

 

Quality

Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed.

 

Further information

Create an Item

Importing Items

Importing Item Meters

Items List

Add Documents to Items