Attachments can be added to events in 3 different ways:
- Using the +Attach a document button at the top of an event form
- When specifically requested as part of a form submission
- Using the Attachments tab on the event table (this method is permission specific, so if you do not see this button, you have not been granted permission to upload documents in this way)
Whichever method you use to upload a document to an event, the document will then always appear and can be viewed from under the Attachments tab on the event table.
Adding an Attachment using the "+Attach a document" button
Attachments may be added to an event from the top of one of the forms being submitted as part of the event workflow steps. If this is an option you will see an +Attach a document option at the top of the form page.
To add a document using this option, simply click on the button, select the document you wish to attach, and Save.
Adding an Attachment when requested on a form submission
Uploading a document as an attachment to an event may also be requested as part of the form content itself:
If you are requested to upload a document in this way, simply select +Choose file, select the relevant document, and Save.
Adding an Attachment via the Attachments tab on an event
You can also attach additional documents to the event from the Attachments tab in the event table by simply selecting the Add file option.
Viewing Attachments to an Event
You can view any documents that have been uploaded to an event via the Attachments tab on the event table, along with the workflow step/form that they were uploaded via (if the workflow/form column is blank then the document was uploaded directly into this Attachments tab on the event table).
You can download the document that has been uploaded by clicking into it from this table.
Deleting Attachments to an Event
If a document was uploaded as part of a form or workflow step question, you will need to go back to the respective step and remove it from the question itself. If the request to upload a document as an attachment was a mandatory request, you will need to upload a replacement document in its place.
You can quickly navigate back to the workflow/form by clicking on the link in the attachments table.
If the document was uploaded directly into the Attachments tab or using the +Attach a document button at the top of one of the forms, you can delete it from within the Attachments tab by selecting X icon to the right hand side of the attachment.