How to add attachments to a document in AGIR

Modified on Fri, 24 May at 1:08 PM

AGIR allows you to add attachments to documents, effectively complementing and clarifying the document's content to its consultants. 


Continue scrolling to learn how to add attachments to your documents and explore all the possible interactions with them.


 PERMISSIONS  To add attachments to documents, you'll need editor/approver permissions for the document.


How to Add Attachments


1. Access the document through the Document Module.



2. Open the document and click on Attachments, as shown in the image.



3. Click on Add new attachment.



4. The attached file will be listed below. You can see the attachment's name, the date it was added, the file type, category, and its last editor.



5. You can (from left to right) download the attachment, edit its properties (name, category, and date), replace it, and delete it.



6. When you return to the document's main page, you can see at the top of the screen that this document has an attachment. By clicking, a bar expands at the bottom indicating which files are attached to the document.


Clicking on the attachment's name will immediately download it to your computer.



If you'd like to learn how to add attachments in the Workflows Module, please take a look at the following article: How attachments work in workflows.

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