Files Tab

The Files tab gathers the documents linked to an item: drawings, technical sheets, certificates or any other relevant document. You can upload files, view them, download them, delete them, and flag PDF documents to be printed with the shipment document.

Upload a file #

1. In the left menu, click Items, click the item you want, then click the Files tab.
   
2. Click Choose to select one or more files on your computer, or drag them into the zone. The added files appear pending, before upload.
   
3. Repeat to add more files as needed.
4. Click Upload to add the files to the item.

Note: until you click Upload, no file is added to the item. Click Cancel to clear the selection.

Note: the maximum size of a file is 50 MB.

View a file #

The list shows each file’s name (File), the person who added it (Uploaded by) and its Version.

Click a file in the list to open it in the viewer and review it. You can also download or close it directly from the viewer.

Download a file #

1. Select a file in the list.
2. Click Download.
   

Note: you can only download one file at a time.

Print a document with the shipment #

The Print column lets you flag a document to be printed automatically with the item’s shipment document.

1. In the list, turn on the toggle in the Print column on the row of the document you want.
   

The setting is saved immediately.

Printing cannot be enabled for a file that is not a PDF.

The flagged documents are printed with the item’s shipment document.

Delete a file #

1. Select one or more files to delete.
2. Click Delete.
3. Confirm the deletion.