Attach documents to a file

You can attach one or more documents to a file:

  1. Click Files in the toolbar.
  2. Select the applicable folder.
  3. Select the file you want to attach documents to.
  4. Click the ellipsis button at the top of the content pane.

    A context menu is displayed.

  5. Click the Attach > Documents button.
  6. The Add attachments window appears.
    • Click Select revision to choose another revision.
    • Click the Change button to select a parent item.
    • Click the Upload file from computer option if you want to add an attachment from computer.
      Note: You can also use drag & drop to attach documents from computer.
    • Click the Select file from project option if you want to add an attachment from the project.
  7. Click the Link document button.

    The Successfully added attachment(s) notification pop-up appears if the attachment is added from computer.

    The Successfully linked document(s) notification pop-up appears if the attachment is added from the project.

The documents will be attached to the file.

Note: You must belong to a role that has the Edit permission in the folder you want to attach documents to another document. Otherwise, the Attach > Documents button is not available.