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Managing
Attachments
Each task can have
one or more files associated with it.
Accessing
Attachments from the Task List
Once a task has been
created, it will appear on the Task List.
The first column on the task list contains an image that is either a yellow
folder or black paper clip. A yellow folder indicates the task does
not contain any associated file attachments. Conversely, a paper
clip indicates that at least one file attachment is associated with the
current task. Clicking on the image will open a new window that
will allow you to attach or delete files associated with the current task.
Accessing
Attachments from the Edit Task Form
While you're editing
a task, you can also add/delete attachments. At the bottom of
the form, you will see a "Manage Files" link. Clicking
on this link will open a new window that will allow you to attach or delete
files associated with the current task.
WebTrack
File Manager Window
Uploading
The Upload File section appears at the top of the manage file window.
You may enter the path where the file exists on your machine (example:
C:\Temp\Changes.zip) or use the browse button to search for the file(s)
you would like to upload. Once you have specified the location and
file, simply click on the "Upload" button. A message will
appear at the top of the window stating if the upload was successful.
NOTE: We recommend that you zip up all files associated
with a task into one or two zip files. This will keep your upload
file size small and will therefore result in a faster upload/download
time for both parties. Some characters cannot appear in a URL and therefore
in your file names. Here is the list of characters that cannot appear
in filenames uploaded to the web:
+, {, }, ¦, \, ^, ~, [, ], <, >, ," ,% ,# ,` ,& ,=
Downloading
At the bottom of the manage file window, a table with the File Name,
Date/Time, and Size listing all files associated with the current task
exists. You may download a file by clicking on the file name
and following standard procedure for a file download from the web.
If your browser is set up to automatically open a file rather than prompt
for download, you may RIGHT CLICK on the file name and select "Save
Target As" to download and save the file to your computer.
Removing
Attachments Associated with a Task
If you'd like to remove a file from the task, check the mark to the
left of the file name listed in the manage file window and click on the
"Delete Checked Files" button. Once you close the window, the
file will be removed.
See
Also:
Getting
Started
Frequently Asked Questions
Help Table of Contents
Glossary
System Requirements
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