Add a New Attachment

To attach a document to an equipment item, either:

• Click Attach Document in the Attached Documents section of the Tools/List Tools tab of the Equipment View or Equipment List.

• Or open the Attached Documents window (refer to View the List of Attachments for an Equipment Item) for the equipment and click New.

The Attached Document Details window is then displayed:

• The file to be attached is selected by clicking the button to the right of the Document field. A file browser window is then opened, enabling the user to navigate to the file. Select the required file and click Open on the file browser window to close the file browser window and return to the Attached Document Details window. The Document field will be populated with the selected file and file path.

• The user can select a document type from the Type drop-down list or manually enter a new type. An optional description can be entered in the Description text box.

• Check the Public checkbox if the attachment is to be shared with all the users on the same project. Leave the Public checkbox box unchecked if only the current user is to have access to the attachment.

  Note:
  Documents can also be attached by importing attached document details for an Excel spreadsheet. See Importing Attached Documents Data.