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SimpleOne supports attaching files to existing or newly created records. You can attach any files to a record using the attachment window or the attachment widget and you can attach an image to a record using an image field. These 

To attach files to a record, complete the following steps:

This article describes how to use these interface elements to add and manage attachments.

Attachment window 

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window window

The attachment window is your main interface to upload and manage files. The attachment window can be accessed by clicking the paper clip icon  normally displayed in the upper right corner of a record. If a record has no files attached to it, the attachment window will look as shown in the screenshot below:

Upload files

Upload a file or files in one of the following ways:

• Drag and drop files onto the window.
• Click Select files and add files via the file manager.
• Copy and paste files from the file manager.

Once you upload a file, more options become available in the attachment window:

The window looks slightly different if multiple files were uploaded:

Add more files

Add more files in one of the following ways: 

• Drag and drop files onto the attachment window.
• Click Upload from computer and add files via the file manager.
• Copy and paste files from the file manager.

Download files

Download a file or files in one of the following ways: 

• If there is one file, click Download.
• If there are multiple files:
  • To download a single file move the pointer to the file and click the download icon.
  • To download some of the files, move the pointer to a file you want to download, click the three-dots icon , and then select Choose. Repeat for other files you want to download. Click Download (x) to download the selected files.
  • To download all files click Download all. The Download all button is only available if no files are chosen.

Delete files

Delete a file or files in one of the following ways: 

• If there is one file, click Delete.
  

• If there are multiple files:

  • To delete a single file move the pointer to the file and click the delete icon .
  • To delete some of the files, move the pointer to a file you want to delete, click the three-dots icon , and then select Choose. Repeat for other files you want to delete. Click Delete (x).

  • To download all files click Select all and Delete (x).

Attachment widget 

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widget widget

Some records may have an attachment widget embedded in them. You can use the widget to upload and manage attachments without leaving the record or click Add attachments to open the Attachment window. Note that If a record has an attachment widget, the paper clip icon will not be displayed in the upper right corner of the record.

Upload files

Upload a file or files in one of the following ways:

• Upload files by directly dragging and dropping them onto the attachment widget.
• Click Add attachments to upload files using the Attachment window

Once some files are uploaded, more options will become available in the Attachment widget:

Add more files

Add more files in one of the following ways:

• Drag and drop files onto the widget. This opens the Attachment window.
• Click Upload from computer and add files via the file manager.
• Click Open attachments (x) and add files using the Attachment window.

Download files

Download a file or files in one of the following ways:

• If the file you want to download is visible in the widget, click the download icon on its badge to download it.
• If there are more than three attachments and the file or files you want to download are not visible, click Open attachments (x) and use the Attachment window to download the files you need.

Delete files

Delete a file or files in one of the following ways:

• If the file you want to delete is visible in the widget, click the delete icon on its badge to delete it.
• If there are more than three attachments and the file or files you want to delete are not visible, click Open attachments (x) and use the Attachment window to delete the files you need.

Image field 

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field field

Image field is a special type of field used to attach an image to a record. You can use it to attach a profile photo to a user record, or a screenshot to a support ticket. An empty image field is represented on a record as the paper clip icon below the field title:

Click the paper clip icon to open the image attachment window:

Upload an image

You can upload an image in one of the following ways:

• Drag and drop the image file into the window.
• Click Upload from computer and add an image via the file manager.
• Copy and paste an image file from the file manager.

• Paste an image from the clipboard by pressing Ctrl + V (PC) or Cmd + V (Mac) on your keyboard.

Once an image is uploaded the Image attachment window will close and an image thumbnail will appear in the image field:

Additional options are now available:

Display the uploaded image

Click on the image thumbnail to display it in full size.

• Click the download icon to download the image.
• Click the icon or anywhere outside of the image to return to the record.

Download, delete or replace the image

To download or delete the uploaded image or replace it with a new one, open the image attachment window again:

• To download the image click Download.
• To delete the image click Delete.
• To upload a new image, you will first need to delete the existing one. Alternatively, you can paste an image from the clipboard to replace the previously uploaded image.
• To display the image in full size click the file badge.