Managing your Attachments

Related Links 

Attachment Gallery Overview

 

Description 

You can edit attachment names, email attachments, delete attachments, tag and much more!
You can find the Attachment Gallery at the bottom of multiple pages throughout TOPS [ONE].

Let’s get going on how to assign, tag and rename your attachments.

 

Step By Step 

1. Go to one of the pages mentioned above where the Attachment Gallery is available.

Locate the Attachment Gallery at the bottom of the page.

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2. Click VIEW ALL

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Gallery Options 

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1. image006.pngEmail Attachment 

This will open the Send Message Module, and this file will be added as an attachment to a recipient

2. image007.pngEdit 

Available Edits

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Display Name Edit the Display name of the Attachment

Assignment Attachments can be Assigned, or designated to one location.

This can be a specific owner, property, vendor, or community.

Click the X to change the assignment.

Tags User-defined category that can be assigned to an attachment for the purpose of filtering and organizing the files.

Example: Assign a tag to forms so you can easily find them or tag governing documents. You can use these tags to filter and organize your attachments.

Publish If enabled, the files will be available in the corresponding locations

Owner Access Files will be available on the Owner Portal in the Document Library

Attachment Gallery Files will be available in the Attachment Gallery Quick View. If a file does not have this toggle enabled, you will need to click View All in order to see the attachment. 

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Set as Pinned Pinning an attachment, displays the attachment at the top of attachment

3. image010.pngDelete Attachment 

4. image011.png Select 

If a user selects an attachment, then the user can select any action they have permission to perform from the Actions menu, with the exception of Upload.

Available Options

Rename

Add Groups

Remove Groups

Publish To

Set as Pinned / Pinned

Delete

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