Attach a File to a Work Item

You can attach files to a work item by opening the work item and clicking Add Attachment.

Files might include drawings, specifications, or anything else that is relevant to the work item.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the tab for the work item type (submittal, RFI, issue).
  3. Click the number for the work item you want to work with.
    Note: The number appears in blue text and becomes underlined when you mouse over it.
    The page for that work item appears.
  4. Click Add Attachment.
  5. Browse to the file, select it, and then click Open.
    Tip: Alternatively, you can locate the file on your computer, and then drag it to the Attachments area.
    The file is now attached on the details page.
  6. You can edit, delete, or download the attachment as follows:
    • Edit: Click the Edit button to rename or upload a new attachment to the file.

      To rename the attachment:

      • In the Name field, enter a new name for the attachment.

      To upload a new version of the new attachment, do one of the following:

      • Drag a file from your desktop onto the upload icon in the Edit Attachment dialog.
      • Click Upload New Version, navigate to the file you want to upload, select it, and then click Open.

      Click Save to save the updates to the attachment.

    • Delete: Click the Delete button to remove the file.
    • Download: Click the Download button to download the file.