Attach files to items

You can add attachments to entities to better document the item you are working on.

  1. Locate the item for which you want to add an attachment.

  2. In the attachments tab, click Attach.

  3. Select the files you want to attach.

    The following file types are supported:

    jpg bmp png
    word doc docx
    msg pdf xml
    xls xlsx ppt
    pptx zip txt
    wmv mp4 m4p
    mkv vob log
    wrf fbr jpeg
  4. Click Open.

When adding attachments, a thumbnail is displayed so you can see a preview of the attachment. In addition, when you view an item in the Grid view or Smart View, a paper clip icon is displayed indicating there is an attachment for the item:

Here are other things you can do when working with attachments:

  • Click to select or deselect all attachments.

  • Click X to delete an attachment.

    Team members can only delete items that they have created.

  • Click to download and save selected attachments.