Working with document’s attachments

There are two ways to add a file to a document:

To add a file, the permission to attach files to the currently selected document type is required.

Note that the maximum size and a white list of file type extensions of attachments can be configured by your administrator.

Drag and drop (with the mouse pointer)

The ImageMaster WorkplaceClient supports the drag and drop function for adding a file to a document. The following options are available:

  • When the document edit mode is active if you drag a file in the attachment panel (either Attachment Preview or Attachment List), a drop area appears with the label “Drop files here”.

    (To enter the edit mode expand the menu Document and select the function Edit. This can be done either in the document view or directly from the hit list.)

    Drag and drop area for adding a new file with adjacent attribute fields

    Figure 1165: Adding new file to document using drag and drop

    The upload starts immediately after dropping. Adjust the fields as desired and click Save to confirm your changes. Only then the document, or respectively, a new version of it, will be stored in the archive including the new attachment. Always make sure that you see the confirmation according to Successful update; otherwise, if you just close the tab or exit the browser, the changes are lost!

  • When the search tab is active if you drag files in the hit list holding the Ctrl key, a drop area appears.

    Select Attach file to the ImageMaster Document. When dropping the file, the document is opened in the edit mode. The new files are added to the attachment list and the first of them is automatically selected.

    It is also possible to create a new document by dragging files in the hit list, see Creating a new document for more details.

The upload starts immediately after dropping. Adjust the fields as desired and click Save to confirm your changes. Only then the document, or respectively, a new version of it, will be stored in the archive including the new attachment. Always make sure that you see the confirmation according to Successful update; otherwise, if you just close the tab or exit the browser, the changes are lost!

Drag and drop in the hit list with multiple drop areas. The upper area creates a single document with multiple attachments. The lower area creates multiple documents, one for each file being dropped from a multi-selection.

Figure 1166: Adding new file in hit list using drag and drop

Add Attachment (via button)

To add a file:

  1. Enable editing of the document by expanding the menu Document and selecting the function Edit from the menu either in the document view or directly from the hit list.

  2. Click Add Attachment. The file selection dialog of your browser will open.

  3. Select the desired file from your local file system and confirm with Open.

    You can usually select multiple files by holding the Ctrl key down whilst clicking on the desired files and you may also use the Shift key whilst clicking on files in order to select a range of files.

  4. Adjust the field values where required.

  5. Confirm your changes with Save.

Click path when adding a new file in the document view: First click "Edit". Then click "Add Attachment". Then select a file to upload in the dialog and click "Open".

Figure 1167: Adding a new file to a document in the document view

Preview of the file in left area with attribute fields in the right area and buttons to save or cancel in the bottom.

Figure 1168: Document view with new file

Marking attachment as primary

It is possible to mark the file attached to the document as a primary attachment (by default the alphabetical order is used). The primary attachment will be displayed first in the list of attachments and will be used in the thumbnail view.

There are two ways to mark attachment as primary:

Mark attachment as primary from attachment list view

  1. Activate Attachment List display for a document by clicking the “plus” icon in the document view.

  2. Expand the menu Document and select Edit.

  3. Tick the box “Select as primary attachment” for the corresponding attachment:

    Preview of the file in left area in the list view with attribute fields in the right area and buttons to save or cancel in the bottom.

    Figure 1169: Mark attachment as primary

  4. Click Save to finalize your changes. The corresponding marker will be displayed for the primary attachment:

    Attachment list view with the list of attachments and primary attachment marker next to the first attachment in the list

    Figure 1170: Primary attachment marker

    Mark attachment as primary from attachment preview

    1. Open the document to be edited and go to Attachment preview display.

    2. Expand the menu Document and select the function Edit.

    3. Expand the three dots menu in the attachment preview and click Select as primary attachment:

      Expanded 3 dots menu with the list of actions for the attachment

      Figure 1171: Select primary attachment from attachment preview

    4. Click Save to finalize your changes. The corresponding marker will be displayed for the primary attachment:

      Expanded attachment list in the functional bar and primary attachment marker next to the first attachment in the list

      Figure 1172: Primary attachment marker