Attaching files to products helps you:
- Store datasheets, certificates, or manuals in one place
- Ensure team members have access to the latest product documentation
- Maintain traceability between products and supporting documents
🖱️ How to Upload Files to a Product
- Open the Product
Click the product in the Product List to open the details. - Go to the "Files" Tab
This tab shows all files currently attached to the product. - Click "+ Add File"
Upload new files from your computer. - Add a Description (Optional)
Give the file a clear name or purpose (e.g., "Pump Datasheet"). - Click Save
The file is now linked to the product and stored for future reference.
🔄 Managing Existing Files
- View or Download files anytime from the product's file tab.
- Remove Files if they are no longer valid (only users with the right permissions can do this).
- Update Files by uploading new versions when needed.
🛠️ Example Use Case: Storing Product Certificates
A project team uploads the following to a pump product:
- Pump Datasheet.pdf
- Pressure Certificate.pdf
- Installation Manual.pdf
This ensures anyone working on the product has instant access to the required files.
❓ FAQ
Q: Are files linked to revisions?
No, files in the Product Files tab are directly linked to the product itself, not to revisions.
Q: Can I control who sees the files?
File access follows the product’s access control settings.
Q: Can I attach the same file to multiple products?
Yes, but you must upload or link the file separately for each product.
Q: Can I delete files from a product?
Yes, but only if you have file management permissions.
