Attach a Document to an Instrument

To attach a new document to an instrument tag:

1. Do one of the following:

   • Click New on the Attached Documents window.

   • Click Attached Document in the Attached Documents section of the List Tools - Instruments tab.

   The Attached Document Details window is displayed.

   Note: Documents can also be attached by importing details of attached documents from an Excel spreadsheet.
   For further information, refer to Import Attached Documents Data.

   

2. 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 you 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.

3. You 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.

4. Check the Public checkbox if the attachment is to be shared with all the Users on the same Project. Leave the Public checkbox unchecked if only you are to have access to the attachment.

5. Click OK to close the Attached Document Details window and return to the Attach Documents window with the new attachment displayed in the grid. Click Apply to save the details of the attachment without exiting the window. Click Cancel to return to the original Attached Documents window.