Working with document 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 936: Adding new file to document using drag and drop

    The upload starts immediately after dropping. Adjust the fields as desired and click Save. Only then the document or its new version 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 will get lost!

  • When the search is active and 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. Only then the document or its new version 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 will get 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 937: 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 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 938: 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 939: Document view with new file

Marking attachment as primary

It is possible to mark the file attached to the document as a primary attachment. The primary attachment will be displayed first in the list of attachments and will be used in the thumbnail view. By default, without such a primary marker, based on an alphabetical order the filename of the attachment determines which attachment is shown first, and therefore also used as a thumbnail.

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 940: Mark attachment as primary

  4. Click Save to complete 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 941: Primary attachment marker

    Mark attachment as primary from attachment preview

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

    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 942: Select primary attachment from attachment preview

    4. Click Save to complete 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 943: Primary attachment marker