Vendors Attachments Section

Manage attachments on Vendor > Models records to keep additional documentation about vendors and their associated models. Add new attachments and view or delete existing attachments. If the Vendor has Manufacturer selected, then the vendor record can have a model record attached.

Attachments are included as a section within the Models tab rather than having its own separate tab.

Attachments link to the vendor or model. Before adding an attachment, choose one to associate it with. When you want to view or update an attachment, choose one to find the associated attachment. Select from the following options in the list:

• Vendor: Links the attachment to the vendor.

• Model: Links the attachment to a specific model. After you select Model, choose the corresponding model number from the field on the right.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view displays the same items as blocks. You can switch between views on desktop platforms by clicking either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

In List view, resize and reorder the columns, and sort them in either ascending or descending order.

The Attachments list view includes the following columns:

• File name: Name of the file and its extension.

• Description: Shows the attachment description.

• Date added: Month, day, and year the attachment was added.

• Type: Indicates if the attachments is a file or link.

Add file

Upload files directly from your device or import them from your camera. Limit the file size for attachments to 50 MB. Ensure the file name, including the file extension, does not exceed 255 characters, with spaces counting towards this limit.

1. In the Attachments section, select Vendor or Model, then click Add file.

2. In the Add files window, select one of the following:

   • My Device: Select a file from your device. When it appears in the Add files window, click Add.

   • Camera: Import a file from your camera. To allow access to your camera, click Allow in the dialog that opens. Then click the Camera or Video button below the camera frame and click Add.

The file is added and displays in the Attachments list. The description matches the file name, but you can change it by updating the attachment.

Add link

Upload an image via a URL link so the file is loaded directly from the source URL each time it's viewed. This helps save space in Accruent TMS since the image is hosted on another web server. Also, link to the manufacturer's website for a specific part to gain a better understanding of procedures or other details.

You must already have uploaded a file to a server and copied the URL.

1. In the Attachments section, select Vendor or Model, then click Add link.

2. In URL, enter the URL where the file is hosted.

3. In Description, enter more detail about the attachment.

4. Click Add.

   The URL is added and displays in the Attachments list.

Update attachment

Updating existing attachments on models ensures that everyone has access to the most current information.

1. In the Attachments section, select Update from the Actions menu.

   The Update link or Update file window opens. Update any of the following fields:

   • Update link: URL and Description.

   • Update file: Description.

2. Make changes and click Update.

   The updated information displays in the Attachments list.

Open link in new browser tab

Open a link attachment in a new browser tab for viewing.

1. In the Attachments section, select Open in new tab from the Actions menu.

2. In the information dialog that opens, click Continue.

   The attachment opens in a new browser tab.

Download file attachment

Download attachments that were previously uploaded via Add file.

1. In the Attachments section, select Download from the Actions menu. Result is one of the following:

   • The file opens in a new browser tab if the file is PDF, png, jpeg or mp4.

   • The download process initiates for other file types, saving the file to the designated download folder on your local device.

2. If the file opens in a new browser tab, right-click the file and select Save image as from the menu that opens.

3. Navigate to the save location on your local device and click Save.

   The files saves to your selected location.

Delete attachment

Delete an attachment from the model.

1. In the Attachments section, on the left side of a row, select Delete from the Actions menu.

2. In the confirmation dialog, click Delete.

   The attachment is deleted from the model.