Managing Attachments

You can manage attachments for requests.

Adding Attachments to a Request

Saving Attachments to Disk

Browsing/Viewing Attachments

Editing Attachment Descriptions

Removing Attachments from a Request

Adding Attachments to a Request

To add attachments to a request:

1. Right-click a request and select Attachments. The request opens with the Attachments tab active.

2. Click the Add button. The New Attachment dialog box appears.

   TIP  You can also drag and drop files from Windows Explorer onto the attachments list. This method skips the New Attachment dialog box and adds default description text: “Attachment created Date by User_ID”

3. Enter the full path and name of the file in the Filename field, or click the browse button to navigate to it.

4. By default, the attached file retains its original name. To assign a new name to the attached file, enter it in the Attach as field. This information will be displayed in the ID column.

5. Enter a description of the file in the Description field. This information will be displayed in the Description column. If you do not add a description, Dimensions adds the following default text: “Attachment created Date by User_ID”

6. Click OK. The information is displayed in the Attachments tab.

   A yellow sunburst appears on the paperclip icon of each new attachment. The location and name of the original file is displayed when you mouseover the sunburst icon.

7. Repeat the above steps to add additional files.

8. Save your changes. The yellow sunburst disappears from the paperclip icon.

Saving Attachments to Disk

You can save a copy of an attached file to a local or network drive.

To save attachments:

1. Right-click a request and select Attachments. The request opens with the Attachments tab active.

2. Select the attachments (CTRL-click to select multiple attachments).

3. Click the Save to disk button. The Save attachment to dialog box appears.

4. Navigate to the location where you want to save the attachments, and click Save.

Browsing/Viewing Attachments

To browse attachments:

1. Right-click a request and select Attachments. The request opens with the Attachments tab active.

2. Select the attachments (CTRL-click to select multiple attachments).

3. Click the Browse button. The attachments open in the applications associated with their file type in Windows.

Editing Attachment Descriptions

To edit the description of an attachment:

1. Right-click a request and select Attachments. The request opens with the Attachments tab active.

2. Double click the attachment description. The Edit Attachment Description dialog box appears.

3. Enter a new description in the Description field.

4. Click OK.

Removing Attachments from a Request

To remove attachments from a request:

1. Right-click a request and select Attachments. The request opens for browsing with the Attachments tab active.

2. Select the attachments (CTRL-click to select multiple attachments).

3. Click the Remove button. A confirmation dialog box appears.

4. Click Yes and save changes.