Open, download and remove
Open a file to read it, download a copy, or take it off the document. This page covers the preview, the downloads, removing a file, and where else a document's files show up.
Video coming soon: Open, download and remove a filePreview a file
Open the Attachments tab. When the document has files, the tab opens on a preview of the first one. The tab shows a small number for how many files there are. A document with none shows a dim tab and the words No attachments yet.
At the top of the preview you see a count such as 1/3, the name of the file you are on, a download arrow and a cross. Click the name to open a list of the document's files and pick another.
- PDF files show as a page you can scroll.
- Images (JPG, JPEG, PNG) show as a picture.
- Word, Excel and PowerPoint files do not preview. You see the file's type, "No in-browser preview for this file type", and a Download File button.
Click the cross to close the preview. You then see the list under Uploaded files, with the add buttons above it. Click a name to preview it again.
The same tab appears in the Workspace, on lead and enquiry pages, and beside any document that opens in a side view. It is not on the Approvals screen: there, the files of the request are listed under Documents beside the approval steps, and clicking one opens it beside them.
Download a file
- In the tab: click the arrow at the top of the preview, or the arrow at the end of a row in Uploaded files.
- In the Attach window or the View Attachments window: click the file's name. The file opens in a new browser tab, and your browser may also save a copy.
- In a list: see below.
The file keeps its name. If a file will not open or download, see Problems.
Remove a file
The tab has no remove button. Remove a file in one of two places.
- The Attach window. Click the menu at the end of the row, choose Attach, and click the bin beside the file. It is removed at once, with no question first.
- The form. Click View Attachments, click the bin beside the file, close the window and save the document. The file is taken off when you save.
You need Add/Edit on the document. A file removed from the Attach window is recorded in the document's history, with its name. A removed file does not come back on its own: add it again if you need it.
Files in lists
Most document lists keep the files one click away. Click the arrow at the start of a row to open its tabs, then open Documents. You see the names of the document's files, or No documents available. Click a name to open it.
The Documents tab is in the lists for invoices, quotations, sales orders, delivery challans, sales returns, credit notes, payments received, purchase requests, RFQs, bids, purchase orders, bills, goods receipts, purchase returns, payments made, debit notes, expenses, manual journals, landed costs, stock adjustments, stock transfers, stock conversions, job orders, items, customers and suppliers.
There is no search across file names in a list. To browse every file on your documents together, use the Vault.
On mobile
Same on iPhone and Android, except where a download goes. The phone lists and downloads files. It does not preview them inside the app, and it removes files only on the add and edit screens.
- See the files. On a saved document, go to the Attachments tab. Each file shows an icon, its name and its type. With none you see No attachments. Customer, supplier and item screens list their files under Documents.
- Download. Tap a file. On Android you choose a folder, and the app says the file is saved there. If you do not choose a folder, nothing is saved and no message appears. On iPhone the share sheet opens, and you choose Save to Files or another app. In the saved name, anything other than letters, numbers, dots and dashes becomes an underscore.
- Remove. On an add or edit screen, tap the bin beside the file in the Attachments section, then save the document. The tab has no remove button.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Permissions
| To do this | You need |
|---|---|
| See the tab, preview and download | View on the document |
| Remove a file | Add/Edit on the document |
See Attachments.
Problems and fixes
The preview says there is no preview
Word, Excel and PowerPoint files cannot be shown inside the page. Click Download File and open it on your computer.
I clicked a file name and a new tab opened
In the Attach window, the View Attachments window and the lists, a file opens in a new browser tab. Allow pop-ups for Bizconnekt if your browser blocks it.
The tab shows no files but I know there are some
Close the document and open it again. If a file still is not listed, it may have been removed. Open the document's Chat tab to see who removed it. See Activity and history.
On Android, tapping a file does nothing
The app asks for a folder to save into. If you close that screen without choosing, nothing is saved. Tap the file again and choose a folder.
I removed a file on the form but it is still on the document
On the form, a removed file is taken off when you save. Reopen the form, remove it and save.