Online Help > User Interface > Panes (Footer)

Attachments

Description

 

Attachments allows to attach files to an entries. These files are stored directly in the database.

To enable the attachment pane, navigate to View - Footer in the ribbon, then select Attachments.

 

View – Footer – Attachments

View – Footer – Attachments

 

This feature is only available when using an Advanced Data Source.

 

The files in attachment are not available in offline mode.

 

For architectural reasons, the documents stored in our advanced data sources are NOT protected from deletion. Once they are deleted, they cannot be restored. Please keep a safe copy of all documents in another storage device. Support for this feature will be added in a coming update to our products.

 

Attachment list

Attachment list

 

The attachment can be any type and size, depending on your bandwidth and the data source. You can also view a saved attachment from:

the session context menu;

the session properties; or

directly on the dashboard.

 

The refresh button allows you to update directly the selected document. Use it to save your local modifications after an edit.

 

Actions

Use the toolbar above the attachment list to manage the selected attachment.

 

Attachment toolbar

Attachment toolbar

 

OPTION

DESCRIPTION

Add attachment

Select a local file to add.

Edit attachment

Edit the selected attachment.

Update document

Update the selected attachment.

View attachment

Open the selected attachment.

Save attachment as...

Save the attachment on a local drive.

Delete attachment

Delete the selected attachment.

Details

Display details about the selected attachment, above the attachment list.

Refresh

Refresh the attachment list.