Working with files and photos

This page collects common tasks for working with files and images. For what kinds of attachments exist and where they are available, see Files and photos. For limits, types, and permissions, see the Files reference.

Uploading and deleting are available to anyone with permission to edit the record itself (for example, an asset or a ticket). If you only have view permission, the upload and delete buttons are not shown.

Upload files

1. Open the card of a record (asset, ticket, work order, employee, or location).
2. Go to the Attachments tab.
3. Click Upload files.
4. In the system dialog, select one or more files and confirm.

The files appear in the list with the columns File, Size, and Last Modified.

View and download a file

1. On the Attachments tab, find the file you need (at the top there is a Filter current page field to filter by name).
2. Click Preview to open the file in a preview window. The window can be expanded to full screen.
3. To save the file to your device, click Download.

If preview is not available for the file type, the window shows a message and a download button.

Delete files

• A single file. In the file’s row, click Delete and confirm.
• Several at once. Check the files and click Delete selected (the number checked is shown in parentheses), then confirm.

The Refresh button reloads the list if someone else uploaded files.

Add photos

1. Open the card of a record with a gallery. On an asset the gallery is shown right on its page; for a work order (if an asset is linked to it), inventory check, and consumable it is on the Photos tab.
2. Click Upload photos (on an asset the button is called Add photo).
3. Select one or more images.

Only images can be uploaded to a gallery.

Pick the main photo

1. In the gallery, hover over the photo you want.
2. Click Set as main.

The chosen photo gets a Main badge. Only a photo that belongs to the record itself can be set as main; snapshots from related records (tagged From …) do not have this action.

Delete a photo

In the gallery, hover over a photo and click Delete, then confirm. You can delete only your “own” photos of the record.

Upload an avatar

An avatar can be set for your own profile and for an employee.

Your own profile:

1. Open your profile (avatar in the top-right corner → Profile).
2. Click the camera-icon button on the avatar.
3. Choose Upload a photo… and select an image.

Employee:

1. Open the employee’s card and switch to editing it.
2. Click the camera button on the employee’s avatar.
3. Choose Upload a photo… and select an image.

To remove the avatar, choose Remove photo in the same menu. Until an avatar is uploaded, initials are shown. If you add an avatar to a new employee that has not been saved yet, the image uploads after the record is saved.