Working with attachments

Working with attachments

Similar to the desktop edition, file-based attachments may be added/attached to various entities (clients, sites, jobs, knowledge base articles etc). Once uplaoded, all attachments are stored in the Attachments folder.

Adding an attachment

Attachments can be viewed and uploaded via the “Attachments” tab. To upload an attachment, the job must first be put into “edit” mode by clicking the pencil icon in the top-right of the attachment tab. Use the “Select file…” button to browse to file to attach.

Web attachments

Viewing attachments

By default, attachments are represented by a small image of the attachment type. Image-based attachments can be previewed, or downloaded by right-clicking on the attachment and selecting “Download”

Viewing attachments

See also

Attachments Overview

Configuring the attachments folder