Attach a File

 

 

You can attach a file to items using QA: Attach a File. This quick action is available in most features.

 

 

1. Select the item you want to attach a file to.

 

 

2. To attach a file to an item, click QA: Attach a File. This will launch the Attach a File user interface showing any files previously attached to an item or node.
3. Click the icon. The Add Documents and URLs form will pop up.

 

 

4. Fill out the form. The following fields are available.

• New/Existing/URL: Check to choose whether the document will be a newly uploaded one, a document that has already been uploaded to NetZoom or a URL.
• Group: Select the document group that the document will be added to. For new and URL, you can select an existing group from the drop down. If a new group is entered, it will automatically be created. For an existing document, you must select the group of the existing document you want to add.
• Document (new and existing only): for new documents, this field will open a search window for you to select the document you want to upload. For existing documents, this will list documents in the selected group. A list of accepted file types can be found in the Enterprise Settings feature.
• URL (URL only): Enter the URL you want to add in this field.
• Name: The name of the document
• Description: A description of the document
• Keywords: Keywords that, when searched, will display the document in results.
• Secured (new and existing only): check [X] to secure your document so only authorized users can see it. If you check this, the Check to Assign to Users pane will appear, allowing you to check [X] the users, roles and user groups you want to be able to access this document.

 

5. Click the [ADD] button. The document will be added to the selected node.

Documents that have been added can be centrally tracked and managed by an authorized user in Document Management.