Item attachments

Attach supporting files to items

You can upload files to CausewayOne Asset Management and browse them using the File Explorer.

You can also attach a file directly to an item! This is great for including item-specific supporting files (e.g. a photo of an asset's condition), which are easily discoverable when viewing the item's details.

For security purposes, we block the same file extensions as Microsoft Outlook.

Note

To support attachments, an item's design must implement the Files Attachable interface. If not, the Attachments tab won't appear when viewing its details.

Add an attachment

To attach a file to an item:

1. Select the item to view its details in the right panel.

2. Use the tab bar to switch to the Attachments tab.

3. Select More in the action bar and choose Attach.

   

4. If the file is already stored in CausewayOne Asset Management, browse the folder structure (select to enter a folder and to go back) or use the search box to find and select the file. Select Save to finish.

   Alternatively, select to upload a file from your device.

   

Upload via Drag and Drop

If your device supports dragging and dropping files, use this method to quickly upload and attach a file to the current item:

1. Open your device's file manager. Browse to the folder containing your file.

2. Drag the file over the CausewayOne Asset Management area in your web browser.

3. Two drop zones will appear:

   • To upload the file without attaching it to anything, release it over the first drop zone.

   • To upload and attach the file to the current item, release it over the second drop zone (which mentions the item's title).

A notification will appear to indicate when the upload has succeeded or failed.

Note

This doesn't work on the Overview page.

Download an attachment

To view or download an item's attachments:

1. Select the item to view its details in the right panel.

2. Use the tab bar to switch to the Attachments tab.

3. The item's attachments will be listed. If any are images, they'll be displayed in the centre. Cycle through them with . To download an image, select Download in its bottom-right corner.

   

To download all the attachments in a single zip file, select More in the action bar and choose Download all.

To download an attachment that isn't an image, select it in the list to view its details, and then select More in the action bar and choose Download.

Unlink an attachment

To unlink an attachment from an item:

1. Select the item to view its details in the right panel.

2. Use the tab bar to switch to the Attachments tab.

3. Select Edit in the action bar.

4. Select beside an attachment to remove it from the list.

5. Select Save to finish.