Attachments and links

In this article: view attachments, search attachments, add or edit project attachment, delete attachment, add or edit link, delete link

Attachments to a project include additional information you wish to be included with the project that does not already have a specified place in the Appia service. Photos uploaded as attachments are also shown on the Photos tab. Change orders, daily reports, and payments have their own attachment sections. 

Links give you a way to have information available that's not part of the Appia project

1. Select the project from the My Project page.

2. Click More and then Attachments or Links in the Sidebar menu. The Appia service displays the Attachments or Links page for your project.

View attachments

Click the attachment name to see information about the attachment, including its description and when it was created.

Click the down arrow next to the attachment name to open or save the attachment file.  

Search attachments

Use the search to find a specific attachment by name, description, or group.  Sort the attachments by clicking on the column names.

Add or edit project attachment

You can add an attachment to a project in any phase. Projects under construction do not need a change order.

Attachments can be any type of file and must be under 50 MB. Attachment can be assigned a group to allow you to organize attachments that pertain to the same subject.

Photos uploaded as attachments also display on the Photos tab. 

1. To add an attachment, click the Add Attachment button in the Attachments header. To edit the attachment information, click the attachment name and then click Edit. 

2. Enter or change the name for the attachment in the Name field. This field is required.

3. If the attachment belongs to a group, select the group from the Group drop down menu. Group names are set up by the system administrator.

4. Enter or change any comments in the Description field.

5. If you are adding an attachment, click the Browse or Choose File (depending on your browser) button in the Select Attachment field to upload your attachment. Navigate to and select the attachment.  Click Open. This field is required.

6. Click Add Attachment again to add another attachment.

7. When you are finished adding or changing the attachment information, click Save.

The Appia service displays your attachment information including the date and time the attachment was created. 

Delete attachment

1. Find the attachment you wish to delete and click the X for that attachment. The Appia service displays a Confirm Delete window.

2. Click OK to delete the attachment or click Cancel to return to the Attachments page.

Once the change is saved, the Appia software records when the attachment was deleted and by which user.

Add or edit link

Once a link is added, it is available in all sections of a project.

1. To add a link, click the Add button in the Links header. To change the link, click the pencil Edit icon for the link.

2. Enter or change the name for the link in the Name field. 

3. Enter or change the link URL in the Link URL field. 

4. When you are finished adding or changing the link information, click Save.  

The Appia service displays the link.

Delete link

When you delete a link, it is also removed from the Links menu available in all sections of your project. If you delete every link, the menu is no longer visible. 

1. Click the X for the link.

2. Click OK in the delete confirmation window.

The Appia service deletes the link and displays the Links page.