Attached Files

You can attach files to every working paper as well as to every Checklist question, or Program step.

Attachments are accessed from:

• The working paper's context menu
• The Attached files button located in the toolbar
• The Edit document window or the in-built form in documents of the Lead schedule and File type

Managing attached files

• View – view the attached file
• Edit – edit the attached file
• Attach – attach a new file
• Attach as shortcut – create a shortcut to a file on the local computer or a network resource
• Delete – delete the file
• Save – save the file in a folder
• Rename – rename the file
• Description – add a short description
• For next audit – the file will be transferred when the current audit is completed and a subsequent one is opened

Additional actions

Double click the left mouse button to perform the following actions (depending on the column you are in):

• – mark/unmark For next audit flag
• File – the file is opened for viewing or editing, depending on the selected option in Attachment default action in Attached file settings.
• Description – change the file's description

Shortcuts

• Attaching a new file can be done through Drag & Drop from Windows Explorer over the list of attached files. During dragging, the indication will appear by the mouse cursor.
• A file link can be created through Drag & Drop from Windows Explorer, but this time by pressing and holding the Ctrl+Shift keys on the keyboard. In this case, the indication will appear.
• Another way to attach files is to Copy (Ctrl+C) the selected files in Windows Explorer and Paste (Ctrl+V) them in the list of files.

You can also use the shortcut key combinations: