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Attachments Tab

 
Use this tab to attach virtually any electronic file to the record. Files can be uploaded directly by dragging and dropping, linked to files in the Document Manager, and much more.
 
Attachments Tab
1

QUICK UPLOAD SECTION

1. QUICK UPLOAD SECTION
 
Drag files and drop them on this box to upload them or click to browse to files you wish to upload.
2

ATTACHMENTS TAB TOOLBAR

2. ATTACHMENTS TAB TOOLBAR
3

ATTACHMENTS TAB TABLE

3. ATTACHMENTS TAB TABLE
 
  • PMWeb Viewer Field - If the attachment is linked to a PMWeb Viewer record, an icon appears in this column. Click the icon to navigate to the PMWeb Viewer record.
  • Linked Line Field - This dropdown list displays the line # and description of each line in the details tab. If the attachment was created by clicking the link in the Attachments Field of the details tab this field is pre-filled but it may be edited.
  • Image Thumbnail - If the attachment is an image type that can be previewed by PMWeb, a thumbnail appears here.
  • Bluebeam Field - If the attachment is linked to a Bluebeam session, an icon appears here. Click the icon to navigate to the Bluebeam Markups record.
  • ID Field - Read only. A system created field.
  • Description Field - Required. Defaults to the name of the uploaded or linked file, but may be edited.
  • File Field - Required. Select a radio button and perform the associated action:
     Document Manager - Click the Browse button to open the Files Lookup Dialog
     Link - Type or paste a URL in the address field
     SharePoint - Type or paste a URL in the address field
     Aconex - Click the Browse button to open the Browse Aconex Dialog
     Email - Click the Browse button to open the Emails Lookup Dialog
     Upload (the default) - Click the Browse button to open your operating system's browse dialog
 
   If the line has been saved previously the file appears as a hyperlink in this field. Click the hyperlink to navigate to or download the file.
  • Revision/Version Field - Read only. If the attachment is a link to a PMWeb record the revision appears here. If the link is to a PMWeb Document Manager record the version appears here.
  • Size Field - Read only. The size of the electronic file in kilobytes.
  • Type Field - Read only. The radio button used to add the file.
  • Display Field - Place a check in this box to display a thumbnail of the file in the Image Gallery section in the header of the record. See Image Gallery for information about which file formats can be displayed as thumbnails.
  • Date Field - Read only.. The date the attachment was first saved.
  • Attached By Field - The user who first saved the attachment.