Who this article is for: Authority Users
Overview
The Attachments tab on an assembly's detail page brings together every file associated with that assembly in one place. You can upload files directly, view images from test reports, and access files that were attached to notes — all without digging through individual records.
Finding the Attachments Tab
Open an assembly record.
Click the Attachments tab (seventh tab, after Notes).
Where Attachments Come From
The Attachments tab shows files from three sources:
Source | Description |
Direct upload | Files you upload directly to the assembly (shown as Manual upload) |
From a note | Files attached to a note on this assembly (shown as From Note: and the note's title) |
Test report | Files attached to test reports for this assembly. They can't be deleted from the Attachments tab. |
The Source column in the list view identifies where each file came from.
Adding an Attachment
Click Add Attachment.
Drag and drop files onto the upload area, or click Browse files to select files from your device.
Click Save Changes. Files upload in parallel — if some fail, only the failed files show an error; successful files are saved normally.
Supported file types: JPEG, JPG, PNG, HEIC, PDF, DOC, DOCX, XLS, XLSX, CSV
Maximum file size: 32 MB per file
Total attachments: No limit per assembly.
List View and Grid View
Toggle between views using the icons at the top of the tab. Your preference is remembered.
List view shows a table with these columns:
Column | What It Shows |
Label | A custom label for the file (defaults to filename if not set). A star icon indicates the cover image. |
Filename | The original filename. |
File Type | The file's extension, such as JPG, PDF, or DOCX. |
Source | Where the file came from: Manual upload, From Note: and the note's title, or a link to the test report. |
Added By | The user who added the file. |
Added On | The date the file was added. |
Grid view shows thumbnail cards. Images and PDFs display a preview; other documents show a file-type icon. Each card shows the label (or filename), who added it, and the date. A star badge in the corner indicates the cover image.
Attachment Detail Modal
Click a document or PDF to open its detail modal. Clicking an image opens it full screen; click Edit Attachment there, or the pencil icon on its card in grid view, to open the detail modal. Changes are saved with Save Changes.
Field | Description |
Attachment Label | Editable custom name for the file. Defaults to the filename. |
Show in image carousel | (Image files only) — toggles whether this image appears in the header carousel. |
Cover image | (Image files only; org admins only) — sets this as the first image shown in the carousel. Enabling cover automatically enables carousel visibility. |
Source | Read-only. Shows the file's origin. |
Download | Downloads the file to your device. |
Delete | Permanently deletes the file (direct uploads only — see Permissions below). |
Deleting a file: Click the Delete attachment (trash) icon in the detail modal and type delete in the confirmation dialog. Deletion is permanent and cannot be undone.
The Image Carousel
The header of every assembly detail page includes an image carousel to the right of the map. All uploaded images are added to the carousel by default. To remove an image, open its detail modal and turn off Show in image carousel, then click Save Changes.
The cover image (if set) always appears first.
Other visible images follow in order of most recently uploaded.
Click any image to open a full-screen lightbox with left/right navigation and a Download button.
If no images are visible in the carousel, it shows an empty state with an Add an image link.
Images come from all three attachment sources: direct uploads, note attachments, and test reports.
Permissions
Action | Org Admins | All Other Users |
Upload | ✓ | Only if their role allows editing assemblies |
Edit label / Show in image carousel | Any attachment | Own uploads only, if their role allows editing assemblies |
Cover image | ✓ | ✗ (and can't hide or delete the current cover image) |
Delete | Any direct upload | Own direct uploads only, if their role allows deleting assemblies; not the current cover image |
Delete note-sourced files | ✗ (manage from the Notes tab) | ✗ |
Delete test report files | ✗ | ✗ |
FAQ
Q: Why can't I delete a file from the Attachments tab?
A: The Attachments tab doesn't offer delete for files from a note (manage those from the Notes tab) or for files from test reports. If you aren't an org admin, you can delete only your own direct uploads, only if your role allows deleting assemblies, and not the current cover image.
Q: How do I set a cover image?
A: Open the image's detail modal (click the image, then Edit Attachment, or click the pencil icon on its card in grid view), check Cover image, and click Save Changes. Only org admins see the Cover image checkbox.
Q: Why isn't my image showing in the carousel?
A: Only images with Show in image carousel checked appear in the header. Open the image's detail modal, check that box, and click Save Changes. Only an org admin, or the file's uploader if their role allows editing assemblies, can change this setting.
Q: Can I upload iPhone photos?
A: Yes — HEIC (the default iPhone photo format) is supported.
Q: I uploaded several files and some failed. What should I do?
A: Successful files were saved normally. Re-upload only the files that failed.
Q: What's the difference between a label and a filename?
A: The filename is the original name of the file as uploaded. The label is an optional custom name you can set in the detail modal — useful for giving a file a descriptive name without renaming the underlying file.