Adding, Editing, and Deleting Transfer Attachments

You can add attachments to transfer records to provide additional details and keep information together.

To add a file attachment

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click the name of the inventory record. The Inventory Details screen appears.

  3. Go to the Related tab. A list of inventory relationships appears.
  4. Click the ID for the relationship to which you want to add an attachment. The Relationship Details screen appears.

  5. Go to the Documents tab.


  6. Click the Add Document button. The Add Files modal appears.


  7. Click the Upload button.
  8. Use the file explorer to locate and select the document(s) you want to attach.
  9. Click the Save button. 

To add a link attachment

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click the name of the inventory record. The Inventory Details screen appears.

  3. Go to the Related tab. A list of inventory relationships appears.
  4. Click the ID for the relationship to which you want to add a link attachment. The Relationship Details screen appears.

  5. Go to the Documents tab.
  6. Click the Add Links button. The Add Links modal appears.


  7. Enter a name, URL, and optional description.
  8. Click the Save button. 

To edit attachment details

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The Inventory List screen appears.

  2. Click the name of the inventory record for which you wish to edit attachment details. The Inventory Details screen appears.

  3. Go to the Related tab. A list of inventory relationships appears.
  4. Click the ID for the relationship for which you want to edit an attachment. The Relationship Details screen appears.

  5. Go to the Documents tab.
  6. Hover over the row for the attachment you want to edit until the Context Menu icon appears.
  7. Click the Context Menu icon. The Context menu appears.

  8. On the Context menu, select Edit Attachment. The Edit Attachment modal appears.


  9. Make changes as necessary.
  10. Click the Save button.

To delete an attachment

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The Inventory List screen appears.

  2. Click the name of the inventory record for which you wish to delete an attachment. The Inventory Details screen appears.

  3. Go to the Related tab. A list of inventory relationships appears.
  4. Click the ID for the relationship for which you want to delete an attachment. The Relationship Details screen appears.

  5. Go to the Documents tab.
  6. Hover over the row for the attachment you want to delete until the Context Menu icon appears.
  7. Click the Context Menu icon. The Context menu appears. 

  8. On the Context menu, select Delete Attachment. A confirmation modal appears.
  9. Click the Delete button.

To download an attachment

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The Inventory List screen appears.

  2. Click the name of the inventory record from which you wish to download an attachment. The Inventory Details screen appears.

  3. Go to the Related tab. A list of inventory relationships appears.
  4. Click the ID for the relationship for which you want to download attachments. The Relationship Details screen appears.

  5. Go to the Documents tab.
    Tip:

    Click the Download All button to download all file-type attachments at once.

  6. Hover over the row for the attachment you want to download until the Context Menu icon appears.
  7. Click the Context Menu icon in the row for the attachment. The Context menu appears.

  8. On the Context menu, select Download Attachment.