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New Attachment

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From the Attachments page, you can create attachments.  To create:

  1. Click the New Attachment button to bring up the New Attachment dialog
  2. Enter the properties of the new attachment
       

    1. Name – Name of the attachment (required)
    2. Description – Description of the attachment (optional)
    3. Type – Select the type of attachment (required)
      1. Different options are available depending on the type of attachment:
        1. Uploaded File – Browse for a file to upload
          NOTE:  File types that can be uploaded are managed by ReadyWorks Support. Contact ReadyWorks Support to add additional file types.
        2. External URL – Enter the URL for the file (on a document repository for example). The URL must include http:// or https:// for the attachment to be created.
    4. Link Waves – Select waves from the drop down to link to the attachment (optional)
    5. Link Tasks – Select tasks from the drop down to link to the attachment (optional)
    6. Asset Type Filter – Select an asset type to filter the Link Assets drop down (optional)
      1. Once an asset type is selected the Link Assets button will become available (ungrayed)
    7. Link Assets – Select assets from the drop down to link to the attachment (optional)
  3. Click the Create button when finished to create the attachment. You will be redirected back to the Attachments page.  Click the Close button to cancel the operation.

From the Attachment tab on an asset, wave or task, you can create (and link) attachments to the asset, wave or task.  To create:

  1. Click the New Attachment button to bring up the New Attachment dialog
  2. Enter the properties of the new attachment
       

    1. Name – Name of the attachment (required)
    2. Description – Description of the attachment (optional)
    3. Type – Select the type of attachment (required)
      1. Different options are available depending on the type of attachment:
        1. Uploaded File – Browse for a file to upload
          NOTE:  File types that can be uploaded are managed by ReadyWorks Support. Contact ReadyWorks Support to add additional file types.
        2. External URL – Enter the URL for the file (on a document repository for example). The URL must include http:// or https:// for the attachment to be created.
  3. Click the Create button when finished to create the attachment. Click the Close button to cancel the operation.