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Managing attachments in an assignment or object
Who is this article for?
Ideagen EHSQ Enterprise or Decani users seeking information on object attachments.
Reporting authorities, roles, and record access controls restrict data visibility.
Overview
To add an attachment, drag and drop, copy and paste, or browse for a supported file. After the file is uploaded, it appears as a thumbnail in the attachment region.
The types of files that can be uploaded as attachments depend on the solution configuration and reporting requirements. Some objects support only attachments that can be converted to PDF files such as word, excel and image files. While others do not support additional file types such as images, videos, and documents that cannot be converted to a .PDF.
Managing attachments
Attachments can be viewed in Details and Icon view. To add an attachment:
- Select a file to add to the attachment tab.
- Select the pencil icon to edit attachment in the Details view, including:
- File name
- Print order
- Include in print
- Exclude from print
- Annotations (if enabled)
- Select the X icon to delete an attachment.
- Select the Download icon to download an attachment.
Adding an annotation
If the optional Annotations feature has been purchased and enabled for your area, users can annotate supported attachments.
To add an annotation, open the attachment in Details view and select the appropriate annotation tool. Depending on your configuration, available tools may allow you to draw on the attachment, add text, insert lines or shapes, add comments, or insert images and stamps.
When you finish annotating the attachment, select Save to retain the annotations according to your application settings, or select Return without saving to discard the changes.
To download an annotated attachment, select Download in the PDF editor. To download the original attachment, use Download from the Attachments grid.
Rename attachments
When renaming an attachment, keep the original file extension. Changing the file extension causes an error.
Attachment size limitation
Attachments cannot exceed 20 MB per file. If you require a larger attachment size limit, contact your Customer Support Manager to discuss available options.