Manage project template attachments

You may want to attach files to the project template, such as documents that provide additional information about the project type, forms that must be completed during the project, or templates to use when working through certain activities. These documents are copied over to the project when it is created from the template.

Add an attachment

1. From the Engineering Project Templates workspace, open the project template you want to attach files to.
2. From the Template Files tab, click Upload.
3. Locate the file you want to upload and click Open.
4. In the Upload window, specify a name, description, and folder for the file.
5. Click Upload.

Work with project template attachments

Once a file is uploaded, you may work with it in a number of ways.

• If a file is a supported file type that can be viewed in the Viewer, it shows as a clickable link. Click an attachment to view the file. See Attachments.
• Select the attachment and click Download to download a copy to your computer.
• Click Bulk Download to download all attachments at once.
• Select an attachment, then click More Actions for additional actions to perform on the file, including uploading a new version of the file and removing it.