Edit an Attachment

You can edit a file attached to a work item (submittal, RFI or issue) to rename the attachment or to upload a new version. Once an attachment has been updated, you can view an audit trail of who has done what to it.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Submittals, RFIs, or Issues tab.
  3. Click the number for the work item you want to work with.
    Note: The number appears in blue text and becomes underlined when you mouse over it.
    The page for that work item appears.
  4. Click the Edit button next to the file you want to edit.
    The Edit Attachment dialog appears
  5. (Optional) In the Name field, you can rename the attachment.
  6. (Optional) Upload a new version of the attachment one of two ways:
    • Drag a file from your desktop onto the upload icon in the Edit Attachment dialog.
    • Click Upload New Version, navigate to the file you want to upload, select it, and then click Open.
  7. Click Save to save the updates to the attachment.
Once an attachment has been modified, you can view a history of changes made to the attachment. From the Edit Attachment dialog, click Version History.