KB User's Guide - Using the Attachments sidebar
- Overview
- Accessing and uploading items to the attachments sidebar
- Managing and using items in the Attachments sidebar
- Creating a subfolder
- See Also
Overview
With the new Document Edit screen, an Attachments sidebar has been added to the options available to make for a quick and easy way to upload and manage files that you want to either display or link to within your current document. you can also create subfolders, as well as access the full Attachment folder from the sidebar.
Accessing and uploading items to the attachments sidebar
While editing a document, you can access the attachments sidebar by clicking on Attachments in the right side of your edit window. Be sure to have saved your document at least once to trigger the creation of the document's DocID and attachment folder.
Upon opening the attachments sidebar, you have the ability to add items to your document's attachment folder by dragging and dropping them into the provided field. You will notice that the field will turn green as you hover items over them preparing to upload them.
Managing and using items in the Attachments sidebar
Once you have items uploaded to the Attachments folder, the sidebar will reflect those uploads in a list when it is activated.
The three options presented for a file are Insert, Rename, and Delete.
Inserting content
When you click Insert, you are prompted with a dialogue to provide an alternative description, as well as the ability to change the overall dimensions (of an image) or add text for the file link (of a document).
Be sure to click Insert image or Insert link to confirm your choice.
Renaming content
When you click the Rename option, you are prompted to provide the new file name for the selected item. You are also informed what document(s) the item is being used / referenced in. Be sure to add in the file extension (like .png) as part of the file name.
Be sure to click the Rename button to confirm the choice.
Deleting content
When you click on the Delete option, you are prompted to confirm your choice to delete the file from your attachment folder. As part of the dialogue, you are also informed as to what document(s) the item is being used / referenced in.
Be sure to click the Delete button to confirm the choice.
Creating a subfolder
Subfolders can be used to gather items into types or purposes, making management of those files easier on multiple editors. To create a subfolder, type a new folder name into the appropriate field and click the Create folder button.
The new folder(s) will appear at the top of the list. To move items into that new folder, you will still need to access the full Attachment folder by clicking on the Open folder link. Once there, you can click on the individual file that you want to move, find the Move section and choose which subfolder to move it into, and click the Move button to complete the process.
