Attachments

You can perform the following actions on attachments: attach a new file, preview, download to your computer, describe, replace, sign, convert to PDF, view previous versions and edit (for text files and spreadsheets).

Working with files

In the top-left corner of an open task there is a button. It opens a window from which you attach, replace, download and convert files to PDF (if they are DOCX). The same window also opens from the actions menu → Files.

Attach files

1. In the files window, click . A new window opens.

   

2. Click to select files on your computer. To select more than one file, hold down Ctrl. Click Open.

3. The files are shown in the window. Optionally enter a description for each file.

   

4. Click Send. The files are attached to the task and everyone involved in the task receives an email about the new files.

When the system is opened on a phone, camera and voice recorder buttons are also shown when attaching a file. The recording is attached to the task.

File tags

You can put tags on files – when you first attach them or later.

When attaching:

After the file is attached:

1. Click the file and select Details.
2. Click + next to the Tags field.
3. Select the tag and click Save.

You can filter tasks with attached files that have a certain tag in the standard way – with the tag filter.

Link to a file

Each attached file has a unique number by which it can be addressed and opened. To copy the address, open the file's Details and click . Paste the address with Ctrl + V into another task, a file or even another system.

To not only reach the file but also open it for viewing, add ?view at the end of the address:

https://<your-domain>/attachments/attachment/<id>?view