SimpleOne supports attaching files to existing or newly created records. You can attach files to a record directly, use the attachment window or an image field. This article describes how to use these interface elements to add and manage attachments.
The attachment window is 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 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 looks as shown in the screenshot below:
Upload a file or files in one of the following ways:
Once you upload some files, more options become available in the attachment window:
The window looks slightly different if multiple files are uploaded:
Add more files in one of the following ways:
Download a file or files in one of the following ways:
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 all files click Select all and Delete (x).
Some records may have an attachment area. You can use this area 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 area, the paper clip icon is not displayed in the upper right corner of the record.
Upload a file or files in one of the following ways:
When multiple files are attached to a record, only the last three files uploaded are displayed. |
Once some files are uploaded, more options become available in the Attachment area:
Add more files in one of the following ways:
Download a file or files in one of the following ways:
Delete a file or files in one of the following ways:
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:
You can upload an image in one of the following ways:
Paste an image from the clipboard by pressing Ctrl + V (PC) or Cmd + V (Mac) on your keyboard.
You can upload image files in the following formats: .jpeg, .png, .gif, .webp, .bmp, .svg, .ico. |
Once an image is uploaded the Image attachment window closes and an image thumbnail appears in the image field:
Additional options are now available:
Click on the image thumbnail to display it in full size.
To download or delete the uploaded image or replace it with a new one, open the image attachment window again:
The download |