Add, Modify, & Delete Attachments on an Inspection

Add, Modify, & Delete Attachments on an Inspection

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Attachments can be files, pictures, or webpage links that you add to an inspection to provide additional information. 

 

Add an Attachment to an Inspection

  1. Click + Add on the Attachments zone.
  2. Select how you would like to add an attachment from the options listed below.

 

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. 

Screen_Shot_2020-09-09_at_6.04.34_PM.png

 

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.

Screen_Shot_2020-09-09_at_6.04.45_PM.png

 

Option 3: Add a File from the NEXGEN Document Library

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

 

Screen_Shot_2020-09-09_at_6.04.54_PM.png

 

NEXGEN Tip: Documents are automatically added to the NEXGEN Document Library whenever they are uploaded to NEXGEN. They are sorted by the module to which they were added. 

 

View, Download, or Delete an Attachment from a Inspection

  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. 

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