7.5.4.1. Attaching and importing files from the Document notes window

 
Since version 1.0.1.33
 

1. Enable and disable the options to attach and import documents from the document notes window

 
By default, the options to attach documents to the document notes and import from them is disabled.
In order to activate this feature, you must log in as an administrator into the application and navigate to Jobs / <your_job> / documents input
 
In the section Upload files from web interface you can activate the options to attach and to import from attachments.
 
 
 

2. Attach files to the document notes and importing them

 
Once our Job allow users to attach files to the notes, we can upload them from the notes dialog.
Attachments can either be dropped or selected by clicking in the select file button.
 
 
 
 
 
 
7.5.4.1. Attaching and importing files from the Document notes window
1

Preview attachment

1. Preview attachment
Available for image files
 
 
2

Download

2. Download
3

Open folder

3. Open folder
 
4

*Add attachment to batch

4. *Add attachment to batch
It adds the attachment to the batch as a new document
*Job permissions required for this action
 
 
5

*Add attachment to document

5. *Add attachment to document
It adds the attachment to the document with the note
*Job permissions required for this action
 

 
6

Delete attachment

6. Delete attachment
 
 
 
  • Attachments list on dashboard (Pending notes):