Adding Attachments to the Line Item

Go to your Project/Shel and switch to User mode.
In the left Navigator, click Logs and open a Document-type BP without folder structure.
Open a record. The record General tab opens, by default.
Click the Line Items <line items> tab.
On the right pane, click the Attachments tab.

Attachments tab

When you create a line item, the system allows you to use the paper-clip icon to attach a file to your record. After you save the line item, the Attachment tab appears for the record.

The Attachment tab provides additional details about an attachment in the following columns:

Note: You can preview the file in the Attachment tab. Click the expand icon to expand the window and see the file preview.

Publish (select or deselect)
Name
Bluebeam Session Status
Comments
Revised
Title
Pub. No.
Rev. No.
Issue Date
Size
Location

In addition, if there is a revision to an attachment, the following columns are displayed in the Revisions block:

Publish (select or deselect)
Name
Comments
Ref.
Pub. No.
Upload Date
Size
Upload By
Rev. No.
Issue Date

Use the gear menu, next to the file to:

Note: After saving the line item, you must use the gear menu, next to the attachment (file), to remove the attachment. Use the trash can icon to remove your attachment prior to saving the line item.

Review
Open in AutoVue (You can also open an attachment by double-clicking the name of the attachment)
Download
Revise
Remove

See Also