The Attachments Tab in O4

The "Attachments" tab can be accessed across many applications within O4. These include, but are not limited to: customers, manufacturers, projects, quotes, and orders. This tab allows users to upload, download, label, and filter files.

1. Open an Attachments tab.

2. Select "Add Attachments."

3. Upload a file.

4. The file will appear in the tab.

5. Select directly to the left of the file. A drop down menu will appear providing the options to download, edit, or delete the attachment.

6. Select "Edit." Define fields as necessary.

• Description- the name of the file
• Notes- comments pertaining to the file
• Color- the color that best describes the file
• Category- the category that best describes the file
• Manufacturer- the manufacturer that that is associated with the file
• Customer- the customer that that is associated with the file
• Contact- the contact that is associated with the file

To learn how to configure attachment colors and categories, click here.

Users may view all attachments uploaded during the session. Note: leaving the tab resets the session.

Users can filter attachments by color, category, file type, and user.