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      File Attachments

      How to attach documentation files

      Requirements

      • This feature is supported in Chrome, Edge, Safari, and Firefox browsers

      • Supported with Windows or Mac PC’s

      • PDF files only (more file types will be added in future releases)

      • Your Company Settings must have the File Attachments feature enabled

      • The computer or tablet opening the file must have a PDF reader enabled

      Features

      Provides the ability to attach files at the Cell/Machine, Line, Part and Work Order levels of the hierarchy for documentation and instructional purposes.

      Configuration

      To enable the File Attachments feature

      • Navigate to Administration -> Hierarchy -> Companies

      • Edit Company

      • Click on the “Settings” tab

      • Scroll down to the “File Attachments” setting

      • Verify the setting is “Enabled”

      • If the setting is “Disabled”, please contact your account manager

      • Note: You may need to log out and back into the application for the change to take affect

      Permissions

      Security Group setting to enable File Attachments management

      • Navigate to Administration -> System Configuration -> Security Groups

      • Edit the preferred Security Group to change Security permissions

      • Locate the “Files” setting and turn “On” to allow file upload and editing

      • Note: View only capability is enabled for all security groups

      Uploading, Deleting, and Managing Files            

      All files may be uploaded, deleted, and managed from a central location. Files can also be managed in the Cell, Line, Part or Work Order modules.

      • Navigate to Administration -> Master Data -> Files

      • Click “Upload Files” to upload a file for attachment

      • In the dialogue box, drag and drop one or more files to be uploaded or choose “Select files” to open a file explorer window.

      Upload Files Edited

      • Once files are uploaded, you have the option to edit the name, delete or update the file with a newer version if needed.

      Edit Files

      • Details will show information about a file, including where the file is attached. Drill down into the specific attachment location by selecting a level of the hierarchy shown.

      File Details Usage

      • A file can be downloaded or copy the URL location for reference.

      File Details URLs

        Cell/Machine File Attachments

        • Navigate to Administration -> Hierarchy -> Cells/Machines

        • A Cell must first be created before the attachments tab is available

        • Select a Cell for editing

        • Select “Attachments” tab

        • Edit, Un-attach or View existing file attachments by selecting an option below

        • Note: Un-attaching files will not remove them from the system

        Cell Attachment Details-2

        • Click “Upload Files” to add another file to storage and attach it to the Cell

        • In the dialogue box, drag and drop one or more files to be uploaded or choose “Select files” to open a file explorer window.

        Upload Files Edited-1

        • To attach files previously uploaded, click “Choose Existing” for a list of files to select

        • Click inside the dialogue box for a list of files

        Cell Choose Existing

        • Choose one or more files to attach

        Cell Select Files

        Line/Station File Attachments

        • Navigate to Administration -> Hierarchy -> Cells/Machines

        • Click “Layout” on a Cell setup for line configuration

        • Edit a station

        • Select “Attachments” tab

        • Follow steps above in the Cell Attachments section after "Attachments" instructions

        Parts File Attachments

        • Navigate to Administration -> Master Data -> Parts

        • Edit a Part

        • Select “Attachments” tab

        • Follow steps above in the Cell Attachments section after "Attachments" instructions

        Work Order File Attachments                                  

        • Note: Files can only be attached to Work Orders in Kanban mode, not through Bulk Edit

        • Navigate to Administration -> Scheduling -> Machine Kanban or Status Kanban

        • Click on the gear in the upper right corner to edit a Kanban card, then select the “Attachments” tab

        • Follow steps above in the Cell Attachments section after "Attachment" instructions

        Work Order Edit