Knowledgebase

Attachments Tab

You can use attachments to include information that is associated with the Works Order, for example a document, image, or spreadsheet.

You can either add a copy of the file itself, or add a link to a file or folder (like a shortcut).

  • If you add a file, a copy of the file is stored with the order on the server.
  • If you add a link or a folder, only the location of the file/folder is stored, for example it might be a file or folder on your network.

Tip: As a Works Orders is created, any attachments added to the built item’s Bill of Materials record will automatically be copied to the order.

 

View attachments

Open: Cim200 Works Orders > Works Orders > Enter New Works Order | Attachments

Open: Cim200 Works Orders > Works Orders > Amend Works Order | Attachments

Open: Cim200 Works Orders > Works Orders > Amend Works Order (Elevated Privileges) | Attachments

Open: Cim200 Works Orders > Enquiries > View Works Order | Attachments

Note: The View Works Order option allows you to see the attachments but not open or amend them.

 

Add a file

To add a file to the order:

  1. Click Add File.
  2. Select the file(s) that you want to add.

A copy of the file will be displayed in the list and will be marked with a status of New. The file will only be added to the order when you save it.

 

Tip: You can also use drag-and-drop to add files to the attachments list.

 

Add a link to a file

To add a link to a file:

  1. Click Add Link.
  2. Select the file(s) that you want to add a link to.

A link to the file will be displayed in the list and will be marked with a status of New. The link will only be added to the order when you save it.

 

Tip: You can also use drag-and-drop to add links to the attachments list; hold down the Alt key to create a link (instead of adding the file).

Add a link to a folder

To add a link to a folder:

  1. Click Add Folder.
  2. Select the folder(s) that you want to add a link to.

A link to the folder will be displayed in the list and will be marked with a status of New. The link will only be added to the order when you save it.

 

Tip: You can also use drag-and-drop to add folder links to the attachments list.

 

View or save a file, link or folder

You can view a file, link or folder from:

  • The Attachments tab of the order.

 

 To view the file, link or folder from the order

  1. Select the item.
  2. Click View.
  3. If you are viewing a file or link, you can either view or save it.
    • To view the file, click View.
    • To save a copy of the file, click Save As.

Note: To modify an attached file; save the file and edit it, and then add it as a file again (you will be asked to overwrite the old file). To modify a linked file, you just need to edit and save the file in its original location.

 

Delete a file, link or folder

Note: If you delete a file, the file will be removed from the server. If you delete a link or a folder, only the link will be removed, and the file or folder that is linked will remain intact.

To delete a file, link or folder:

  1. Select the item to delete.
  2. Click Delete.
  3. The item will be marked with a status of Deleted.

 

Tip: If you do not want to delete an item, select it and click Undelete.

 

  1. You will be asked to confirm that you want to delete the item when you save the order

 

Set a description for a file, link or folder

You can enter a description for an item in the attachments list:

  1. Select the item.
  2. Click Set description.
  3. Enter the description for the item and click OK.

The description will be displayed in the Description column.

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