Adding Attachments

Documents can be attached to individual data cells by way of URLs or files.

Each data cell can contain multiple documents attached by one or more users. Depending on the permission level assigned to you by the administrator, you may be able to do any of the following in a data cell:

  • Attach documents by way of URLs or files.

  • Attach same document as a URL to contiguous or adjacent cell ranges at the same time.

    Note:

    You cannot attach same document as a file to cell ranges at the same time. You can attach files to one cell at a time.
  • View the documents that you and other users have attached.

  • Edit and delete documents that you have attached. You cannot edit or delete documents attached by other users.

Cells that contain attachments can be associated with a cell style.

To attach documents to a data cell:

  1. In an ad hoc grid or a form, select a data cell or a range of data cells.

    Use the Shift key to select a range of data cells. Do not use the Ctrl key to select cell ranges.

  2. From the provider ribbon or provider ad hoc ribbon, select Cell Actions, and then select Cell Actions Cell Actions button.
  3. In the Cell Actions dialog box, select Attachments and do any of the following:

    • To attach a URL, enter the title and URL for the document that you want to attach.

      Note:

      If you have selected a range of cells, you can either attach URLs to one cell at a time or attach the same URL to all selected cells.

      • To attach a URL to one cell in the range, select the cell from the drop-down menu and attach the URL.
      • To attach the same URL to all selected cells in the range, select Apply to all selected cells.
    • To attach a file, click Attach File icon, navigate to the file that you want to attach, select it, and click Open.
  4. Click Post to save your attachment selections.
  5. Click Close to close the dialog box.

Note:

To define a background color for cells that have attachments, in Smart View Options, click Formatting and then click Cell Styles. Expand Data Styles and select Attachment to set the color.