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Attachments

Learn how to add and manage attachments in a project or site.


 

Table of contents:

Adding an attachment

Name 

Attachment types 

Upload level 

Description 

Available actions for an added attachment 

Example of adding an attachment 

 


 

The "Attachments" section allows you to store additional materials. It is used, for example, to collect documentation that is not directly map data but is necessary for project execution. 

 

Adding an attachment 

The option to add an attachment is available in the project view, in the left-hand side panel. It is the last tile in the list.

project_view_attachments

 When you open it, you will see the attachments added to the project or site. If there are many of them, you can find a specific attachment using the “Search” box. 

project_view_attachments_add

Name 

The name is mainly used to identify the attachment. It is required.

project_view_attachments_add_name

Attachment types 

Attachments can have two types:

  • link

  • file

project_view_attachments_add_type

If you select the “link” type, a field for entering a URL address will appear. 

project_view_attachments_add_url

If you select the “file” type, a window for choosing a local file from your disk will appear. 

project_view_attachments_add_file

Upload level 

As with map data, attachments can be uploaded to the portal at two management levels

  • site level — the attachment will be visible in every project within the site,

  • project level — the attachment will be visible only in a specific project

project_view_attachments_add_scope

Description 

The attachment description is used to quickly identify the file content without downloading it and to indicate the context it relates to. It is optional. 

project_view_attachments_add_desc

Available actions for an added attachment 

The added attachment appears in the “Attachments” tile. 

attachments_options

Users with the appropriate permissions can: 

  • download it,

  • edit it, 

  • delete it. 

IMPORTANT: Only the attachment name and description can be edited. If you need to replace the attached file, you must add a new attachment by clicking the “+” icon. 

 

Example of adding an attachment 

See how to add external files to the portal step by step. Let’s go through the process using the example of a measurement report added at the project level. 

Open the project of your choice. In this example, it is the site Open pit mine and the project “23-04-2016”

1. Click the “Attachments” tile. 

project_view_attachments

2. Click the “+” icon to open the add attachment window. 

project_view_attachments_add

3. Enter the attachment name, which will be highlighted in the “Attachments” tile. 

project_view_attachments_add_name

4. Select the type (in this case, “File”). 

project_view_attachments_add_type

5. Choose a file to upload by clicking the field. 

project_view_attachments_add_file

6. Select the attachment sharing level (in this case, project)

project_view_attachments_add_scope

7. Optionally, add a description of the attached file. 

project_view_attachments_add_desc

8. Click the “Upload” button. 

attachments_upload

9. You will receive an email about the attachment import status. 

attachments_upload_mail

10. The added attachment will appear in the “Attachments” panel. 

attachments_added