Attachments

Files are attached to an entry and are stored directly in the database.

To enable the attachment pane, navigate to Window – Layout in the ribbon, then select Attachments.

Attachments Button
Attachments Button

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

The files in attachments are available in offline mode.

Attachments
Attachments

The attachment type and size are limited only by your bandwidth and the data source. You can also view a saved attachment:

  • from the session context menu;
  • from 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.

Actions

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

Attachments Toolbar
Attachments Toolbar

OPTIONDESCRIPTION
Add AttachmentSelect a local file to add.
Edit AttachmentEdit the selected attachment.
Update DocumentUpdate the selected attachment.
View AttachmentOpen the selected attachment.
Save Attachment AsSave the attachment on a local drive.
Delete AttachmentDelete the selected attachment.
DetailsDisplay details about the selected attachment, above the attachment list.
RefreshRefresh the attachments list.
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