The Attachments Tab in O4

The Attachments tab allows users to upload, download, label, and filter files related to a transaction or entity. This article will explain how to navigate the Attachments tab and upload files. Note: when opening an attachment in O4 on a mobile device, the attachment will automatically download if it is less than or equal to 2MB.

1. Open the Attachments tab of a transaction or entity.

2. Click Add Attachments to upload a file. Alternatively, users can drag and drop an attachment directly into the tab.

3. The Attachment Editor will appear. Define fields as necessary.

• Description- the name of the file.
• Notes- comments about the file.
• Color- the color that best describes the file.
• Category- the category that best describes the file.
• Show on Web- allow the attachment to be accessed in O4 when using the Send Message as Link print option in submittals.
• Manufacturer- the manufacturer that is associated with the file.
• Customer- the customer that is associated with the file.
• Contact- the contact that is associated with the file.

4. Click .

5. The attachment will appear. To view the attachment, click any cell in the row.

6. Continue adding attachments as necessary.

7. Click Show to view all attachments uploaded during the session. Leaving the Attachments tab will reset the session. 

8. Click Filter to filter attachments. Filter options become available once an uploaded attachment contains the respective information. For example, the Color filter will be available if at least one uploaded file has been assigned a color. 

• Category- the assigned category of the attachment
• Color- the assigned color of the attachment
• Show On Web- whether the attachment has the Show on Web checkbox checked 
• Transaction Type- the type of transaction the file is associated with (e.g., order, project, etc.)
• Transaction- the transaction ID (e.g., project name, PO number, etc.) of the associated transaction
• FileSize- the file size of the attachment
• Customer- the customer associated with the attachment
• Manufacturer- the manufacturer associated with the attachment
• Contact- the contact associated with the attachment
• Create Date- the date the attachment was created or uploaded
• File Type- the file type of the attachment (e.g., .pdf, .txt, etc.)
• Update Date- the date when the attachment was last updated
• User- the user who last updated the attachment

9. To download, edit, or delete an attachment, click  or right-click the row to access a drop-down menu.

10. To modify the columns in the attachments table, click    to open the Column Preferences tool.