Add, Modify, and Delete Attachments - General Help

Attachments can be files or webpage links that you add to different records in NEXGEN to provide additional information. For example, users might attach a PDF of standard operating procedures or a video explaining how to perform a certain maintenance task. See below for instructions about how to add attachments to records within NEXGEN,

Add an Attachment to a Record

1. Click + Add on the Attachments zone.
   
2. Select how you would like to add an attachment and follow the steps below accordingly.

Option 1: Select File from your Computer

1. Select file from your computer. 
2. Add a description (optional). 
3. Select file category (optional). 
4. Click Save. 

Option 2: Add a URL to Attach a Webpage

1. Paste URL address. 
2. Add website name. 
3. Enter description (optional). 
4. Select a category (optional). 
5. Click Attach Link.

Option 3: Add a File from the NEXGEN Document Library

1. Select file(s) from document library. 
2. Click Attach. 

Note: Documents are automatically added to the NEXGEN Document Library whenever they are uploaded to NEXGEN; conversely, you can also upload documents directly to the Library for upload to specific modules later. 

View, Download, or Delete an Attachment

1. To view an attachment, click the file name link. 
   
2. To download or delete an attachment, click the dropdown arrow on the attachment and select Download or Delete. 

Note: You will only be able to delete attachments from records if you have the appropriate permissions.

Edit Article

• Related Articles

• Add Attachments and Comments to a Line Item - Condition Assessment

  Users can add attachments and comments per line item on a Condition Assessment. This will allow for other users to be able to more clearly associate files or comments to specific data in NEXGEN as opposed to adding items to the Attachments or ...

• Add, Modify, and Delete Comments - General Help

  Comments are a useful tool for employees to communicate important updates or information about various records in NEXGEN. Comments are visible to all users with View rights and can be used to communicate directly with users in the NEXGEN system. ...

• Add, Modify, & Delete Attachments on an Inspection

  Skip To:  Add an Attachment to an Inspection View, Download, or Delete an Attachment from a Inspection   Attachments can be files, pictures, or webpage links that you add to an inspection to provide additional information.    Add an Attachment to an ...

• Add, Modify, & Delete Attachments on a Service Request

  Attachments can be files or webpage links that you add to a service request to provide additional information. For example, employees might include include pictures of the issue to provide visual context.   Add an Attachment to a Service Request ...

• Quick Add - Work Order

  Using the Quick Add filters, users can create work orders according to certain filters (Department, Type, Main Task, Priority, etc.). Filters can be saved to create a work order with the same information the next time. Filters are saved per user ...