Attachments¶
Before you Start¶
This article looks into the functionality that sits within the opportunity attachments tab. Within opportunities there is another tab not covered in this article:
Follow the link above to go to the relevant tab.
Modes¶
Within the opportunity attachments tab there is only one mode. All of the functionality sits within this one mode.
Working with Attachments¶
Within the Attachments section, you'll find three areas:
- Upload files
- Upload links
- Attached files
Breadcrumb¶
In the top left of the opportunity attachment page there is a breadcrumb(1). The breadcrumb is:
- A breadcrumb is a visual navigation tool that shows users the path to the page that they are currently on and how to return to higher pages in the website’s hierarchy.
Dashboard >> Opportunities >> OPP0001 >> Attachments
By clicking on Dashboard you will be taken to the dashboard. By pressing on Opportunities you will be taken to the opportunities table. Choose OPP0001 and it will take you to this opportunity's details tab.
Upload Files¶
This section enables the effortless uploading of single or multiple files to a specific opportunity. You can achieve this by either dragging and dropping the files directly into the designated Drop files here to upload area or by clicking on the same area to open the file explorer.
Smartphone and Tablet Tip
For smartphone or tablet users, photos and videos can be conveniently uploaded directly to the opportunities attachment tab.
After selecting or dropping the file(s), it is essential to set the file type for each attachment. Every attached file must have an associated file type.
To complete the process and attach the file(s) to the opportunity, simply click the Upload Files button.
Upload Links¶
In this section, seamlessly add single or multiple links to a specific opportunity. These links can point to various destinations such as other websites, online tools, or cloud storage – essentially, anything with a URL. Simply input the name and URL of the link.
It is crucial to set the file type for each attachment, ensuring that every linked file has an associated file type.
To finalise the process and attach the link(s) to the opportunity, just click the Upload Files button.
Attached Files¶
The Attached Files section displays a comprehensive table listing all the files and links uploaded for this attachment. This table offers convenient search and sorting functionalities to streamline information retrieval and includes the following fields:
Name |
Description | Searchable | Sortable |
|---|---|---|---|
File |
The name of the file or link, reflecting either its original upload name or any changes made post-upload. | ||
Size |
The size of the file in kilobytes; for attached links, it displays Unknown. |
||
Type |
The file type selected during attachment. | ||
Uploaded by |
The full name of the user who uploaded the file or link. | ||
Date |
The timestamp indicating when the file or link was attached. | ||
Action |
A button featuring a selector for file or link-related actions, providing a user-friendly interface for specific operations. |
Additionally, a refresh button is available to update the table as needed.
Actions¶
Below are the various actions associated with the attached files:
| Action | Description |
|---|---|
| View | Open the file or link in a new tab within the current browser. |
| Rename | Modify the file name for the attached item. Please note that the previous name will be overwritten. |
| Archive | Remove the file or link from the table. This action does not delete the file but makes it inaccessible from this table. |