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How to Upload a Document or Attachment to a System

This video gives a quick overview of how to upload, view, and manage attachments within a system.


1. Enter Edit Mode

To make changes to a system, you must first enable editing.

  1. Navigate to the specific System you wish to update.

  2. Click the Edit button at the top of the page to enter edit mode.

2. Upload the Attachment

Scroll to the bottom of the system page to find the attachments section.

  1. Locate the File Attachments header.

  2. Click the Upload Files button.

  3. Select the document or file from your computer that you wish to attach.


3. Save and Publish

Your changes will not be visible to the rest of the team until you publish them.

  1. Once the file has finished uploading, click Publish.

  2. The document will now appear in the attachments section for all users with access to that system.

4. Manage Your Files

After uploading, you can interact with the file or make changes:

  1. Preview: Click the file to view it in a preview window.

  2. Download: Use the download option if you need a local copy of the file.

  3. Replace/Remove: To switch out a document, return to Edit mode, remove the existing file, and upload a new one in its place.