Attach a File to an Item

Use Attachments to attach any file type from the vault to an item. For example, you can attach assembly instructions to an assembly or a drawing to a purchased part.

Note: Auxiliary files attached to a primary file in the vault do not get automatically attached to the item .

Pinning an attached file prevents the file from being updated. An attached file that is not pinned updates to the most recent version each time the item is updated.

When the Number of Attachments column is displayed in the Item Master the paper clip icon displays for every item with one or more attachment. Control-click the paper clip to view attached files.

Manage File Attachments

1. Right-click on an item and select Attachments.

   The current Attachments for the item are displayed.

2. To attach files, click Attach and browse to the location of the file or click Search to find files in the vault. See Select File from Vault for more information.

   Select one or more files and click Open.

   The most recent version of the attached file is displayed in the Attachments dialog box.

3. Modify the way an Item Update operates on the attached files.

   By default, attached files update to the most recent version each time the item is updated. You can pin a particular version of the file to the item so that it references that version instead of the newest version during item updates.

   1. Select the Version Number field and select the version of the file you want to pin from the drop-down list.
   2. Select the Pin check box to pin the file to the specified version.

      During an update, the file version specified at the time of attachment remains attached to the item and the item is updated with the most current information from that file version.

4. To detach a file, select the file, and click Detach.
5. Click OK to save your changes and close the dialog.