SimpleOne supports attaching files to existing or newly created records. You can attach any files to a record using directly, use the attachment window or the attachment widget and you can attach an image to a record using an or an image field. This article describes how to use these interface elements to add and manage attachments.
Attachment window Anchor window window
| window | |
| window |
The attachment window is your the 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.the main area.
The paper clip icon shows the number of files attached, if any: 
If a record has no files attached to it, the attachment window will look looks as shown in the screenshot below:
Upload files
Upload a file or files in one of the following ways:
- Drag and drop files onto into the window.
- Click Select files Upload from computer and add files via the file manager.
- Copy and paste files from the file manager.
The attachments icon is dynamic and shows the number of files attached, if any:
Once you upload a filesome files, more options become available in the attachment window:
The window looks slightly different if multiple files were available buttons are different if only one file is uploaded:
Add more files
Add more files in one of the following ways:
- Drag and drop files onto into 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 need to download, click the three-dots icon
, and then select Choose. Repeat for other files you want need 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.
- To download a single file, move the pointer to the file and click the download icon
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 need to delete, click the three-dots icon , and then select Choose. Repeat for other files you want need to delete. Click Delete (x).
To download delete all files, click Select all and Delete (x).
- To delete a single file, move the pointer to the file and click the delete icon
Portal attachments Anchor widget widget
| widget | |
| widget |
Some records may have an attachment widget embedded in themarea. You can use the widget this area to upload and manage attachments without leaving the record, or click Add attachments Upload from computer to open the attachment window. Note that If a record has an attachment widgetarea, the paper clip icon will is 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 into the attachment widgetarea.
- Click Add attachments to Upload from computer to upload files using the attachment window.
- Add files from the clipboard directly on the form by using Ctrl+V shortcut while hovering over Drag & drop area.
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When multiple files are attached to a record, only the last three files uploaded will be are displayed in the widget. |
Once some files are uploaded, more options will become available in the Attachment widgetattachment area:
Add more files
Add more files in one of the following ways:
- Drag and drop files onto into the widgetattachment area. 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 need 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 need 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 need 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 need to delete are not visible, click Open attachments (x) and use the attachment window to delete the files you need.
Image field Anchor field field
| field | |
| field |
Image An 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.
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You can upload image files in the following formats: jpg, png, gif, webp, bmp, svg, and ico. |
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:
gif, .webp, .bmp, .svg,- 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.
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Once an image is uploaded, the Image attachment window will close closes and an image thumbnail will appear appears in the image field:
Additional options are now available:.
Display
thean 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
thean 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.
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