Add Attachments to Documents

Add Attachments to Documents

You can add attachments against a document from within the publication space or a workflow. These attachments will be accessible by any user who has access to that document.

Please note that these attachments added to a document are not revision specific i.e. they are accessible from the specific revision they are attached to only.

To enable this feature you must be an administrator.  Click here for how to set this up.

Add an Attachment in Publication Space

To add attachments against a document from within the publication space or a workflow.

  1. Click on the Attachments tab.

  2. Click 'Select files...' or drag and drop the files you would like to attach.

3. Once attached these can be downloaded or deleted if required. 

Attachment History Logging

The attachment history in Publication Space tracks who added or deleted attachments, along with timestamps and file names.

image-20250513-221705.png

Feature

What It Means

Feature

What It Means

Attachment actions logged in history

When a user adds or deletes an attachment, a history entry is created automatically.

Clear format for log entries

Each log entry includes the user name, action (add/delete), timestamp, and file name.

Standardised message format

Example: Added Attachment [filename] or Deleted Attachment [filename].

Applies to Attachments tab only

Logging applies to any action done via the Attachments tab in Publication Space. Other history entries for the document will continue to function as it has previously.

New toggle to filter history view

An attachment icon toggle is added to show/hide attachment actions in the history.

Toggle is OFF by default

Helps keep the history view clean unless users want to specifically view attachment activity.

  • When an attachment is added or removed via the Attachments tab, the system automatically records:

    • Action performed (Added / Deleted)

    • File name

    • User name

    • Date and time

  • These entries appear in the document history but can be filtered using the new attachment toggle.

  • Toggle appears alongside other history filters and uses an attachment icon. It is disabled by default to reduce visual noise.

image-20250513-221737.png