The Attachments Tab in O4

The Attachments tab can be accessed across many applications within O4. It allows users to upload, download, label, and filter files that relate 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 file will appear.

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

5. Click 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.
• Show on Web- allow the attachment to be accessed in O4 when using the Send Message as Link print option. Note: this print option is currently only available for submittals in O4.
• 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.

6. Continue adding attachments as necessary. Users can click Show to view all attachments uploaded during the session. Note: leaving the tab resets the session.

7. Click Filter to filter attachments by color, category, file type, and user.