Attachments for Documents and Entities
Articles in the Topic
Document Attachments can be added to Documents and/or the Entity Profile.
Valid File types are - doc, docx, pdf, txt, rtf, .csv, xls, xlsx, jpeg, jpg, png, msg,.wav, mp3 and mp4.
View Document Attachments
Select the Attachments page from the Documents menu to view existing or add new attachments. Click on an attachment details (in the right pane) to view the attachment in the preview pane.
Attachment Details
The Attachments page listing on the right lists any attachments added to the Document including those received via a processed LiNK form submission and also from when new Documents are created using the import (content file) or drag & drop methods. The left side provides an attachment preview pane and the right pane lists the existing attachments. The attachment details include the attachment Title, File Type, Date Added, Added By User, Modified Date and Modified By. The Actions column contains the Edit and Delete buttons. The listing can be sorted by a selected column - click into the column header to sort (the default sort is by the most recent date added. Columns can be dragged to resize.
A Manage Columns tool (to the right of the Action column header allows the columns order to be rearranged. The changed column order is saved (as the logged in user's preference for Document Attachments) and replaces the default setting (unless changed again).
In an Entity profile the details include the related Document.
Search Attachments
On the Attachments page use the Search field at the top of the listing to find an attachment that includes your search term in the attachment Title or Description. Click Enter from your keyboard to start the search.
To clear the Search to view all attachments click the X.
To search across attachment content, use the main Search function from the top menu
Preview Attachment
An existing attachment can be viewed in the attachment preview pane by clicking on the attachment name from the details list on the right. The attachment can be enlarged or reduced in the preview pane using the - and + buttons.
Expand Attachment
To view an attachment in full view, select the Expand button and the attachment (that is currently showing in the preview ) opens in a separate tab in an expanded view making it easier to view.
Download an Attachment
An attachment can be downloaded by clicking on the blue Download button above the preview pane.
Click on the attachment so that is showing in the Preview pane and then click the Download button. The Attachment will be available in your Downloads folder.
Note - Where the attachment is downloaded from either the expanded (opened in a new tab) view, or from the Download button inside the preview pane, the attachment title is not automatically captured and will need to be edited.
If an email with an attachment was used for the Document Content - the attachment to that email will download with the email content.
Add an Attachment
To add an attachment either;
- drag & drop the file into the attachment listing pane on the right
- or click the Import button at the top right of the attachments list, select the attachment from your Files and double click or 'open' to upload.
Valid File types are - doc, docx, pdf, txt, rtf, csv, xls, xlsx, jpeg, jpg, png, msg, wav, mp3 and mp4.
The attachment title uses the imported file's name as the default title which can be subsequently edited. A description may also be added once uploaded.
Add a Document Attachment to selected Entity Profiles
Document Entities can be appended to the attachment after it has been saved. This adds the attachment to the selected Entities attachments in their Entity Profile.
- From a saved attachment select edit
- Select individual Entities or Select All
- Click Finish to save changes and add the attachment to the selected Entities
Edit Document Attachment
In the Document attachments list, clicking on the edit (pen) button opens the attachment details where the Title and\or Description can be edited and Document Entities selected (or deselected) to append to the Attachment. Click Finish to save any edits.
Any edits made to a shared Attachment title or description (between a Document and selected document Entities) are updated whether the attachment is edited in the Document or the Entity Profile. The modified by date and user are also updated and logged.
The attachment content (shown inside the Preview) cannot be edited within ModalConnect.
Print Attachment
Attachments of PDF, Word, XLS type files can be printed via the print icon within the preview pane or from the Expanded view. Note that the print/download file title will require renaming.
Delete an Attachment
To delete a Document attachment click the X in the attachment details and confirm the delete. If the attachment is shared with any of the Document Entities, it will also be deleted from their attachments.
Note; If a shared attachment is deleted from an Entity Profile, it is only removed from the Profile not the source Document, The Entity will be automatically deselected from the related Document attachment.
Entity Profile Attachments
Attachments can also be added independently and edited for an Entity Profile on the attachments page.
See this Topic The Entity Profile
Viewing Tips
To view a video at full screen, click on the 'Full screen' button.
To adjust the playback speed (decrease or increase) click on the 3 dots and select Playback speed.
Captions display best if the mouse or touch-pad are not moved or engaged once playing.
Videos have no audio.
| Add Document Attachments |