Viewing Files

File Type Controls

Save Order Changes: If a file type has multiple files, each file is given an order number. Those numbers can be edited to change the order of the files, and this button saves those changes.
Photo Viewer: Opens the photo viewer to scroll through the images and view them at a much larger scale.
File List: Displays a list of all of the files in that file type and allows the order of the files to be changed.
Select All for Printing: Selects all of the files in the file type to be included in the printed report.
Select None for Printing: Selects none of the files in the file type to be included in the printed report.
Select All for Deletion: Selects all of the files in the file type to be deleted from the report.
Select None for Deletion: Deselects all selected file(s) for deletion.
Delete Selected: Deletes the selected file(s) from the report.
Select from Previous Reports: Allows the user to search through and attach old report files.

Note: The available controls differ depending on the file type.

In addition to the file type controls, each individual file within a file type has controls:

File Controls

Edit Image: Opens the image editor to allow the user to edit the look of the image, draw on it, add text, etc.
Refresh Image: Updates the thumbnail view of the image after it has been edited in the image editor.
Edit Details: Allows the user to edit all of the file's details, including file name, file type, category, etc.
Set as Default Image: Establishes the image as the asset's default image, displaying it on the Asset Details page.
Include File in Printed Report: Checking this box ensures that the file will be included in the printed version of the report.
Set as Cover Photo: Establishes the image as the cover photo for the printed report.
Delete: Checking this box will delete this file (and any other files with their boxes checked) when the file type's delete button is selected.

Note: The available controls differ depending on the file type.

Attaching Files to Fields

One thing the Pictures/Files form does not allow the user to do is to attach files directly to a specific field within a form. This must be done within the form itself.

To perform this action, open the desired form and click on the desired control. For a textbox click inside the textbox, for a dropdown open the dropdown, etc.

Once the control is selected, the icon within the Navigation Bar will no longer be greyed out and can be selected.

To add an attachment to the control, click the button:

To attach a file to the asset, click the Select button. This will open the computer's files. Select one or more files and click Open. The selected files will be previewed prior to finalizing the attachment.

Use the File Type dropdown to indicate the type of file that is being attached to the asset. If a photo is being attached, use the Category checkboxes to check off one or more categories for the photo, if desired.

Note: If multiple files are being attached, it's important that all of the files be of the same file type/category.

Use the Set Description checkbox to automatically use the uploaded file's file name to fill in the Description textbox. To accept the selected files and attach them to the asset, click the Attach button.

To remove any of the files, click the icon for the desired file.