Adding Attachments

You can attach files to an instance in order to provide additional information or documentation about it. Participants with proper permission can view, edit, and update the attached files.

To attach a file to an instance:

  1. In the Instance Detail panel, select the Attachment tab (Attachment icon). A table is displayed with the attachments that have been added to the instance.
  2. Click on the Attach file button (Attach File icon). The Attach file dialog box will appear.
  3. Specify a file in the Select file text box, or by clicking on the Browse... button, which will open a file selection dialog box.
  4. Write a short description of the file in the Description text box. You may also add text to the Remarks text box. The description is required, while the remarks are optional.
  5. Click on the Attach file button.
The file you specified in step 3 will be attached to the instance. If you do not see the file listed in the Attachments table, you may need to refresh the Instance Detail panel.
Tip: Attached files are lost after the instance has ended, when it is discarded a few days or weeks later, depending on how your installation is configured. If there are any files you wish to have easy access to after the instance is no longer available, you should keep a copy of them on your system.