Add attachments in Document Management libraries

Attachments are files that are attached to AODocs documents. Attachments in Document Management libraries can be stored in any of the compatible storage platforms. 

Learn more:

Documents in Document Management libraries can have no attachments, one attachment or several attachments.

This article explains how to add attachments to Document Management libraries. Learn more about how to manage attachments in Document Management libraries

Automatically generated table of contents

Note: You can also:
upload non-Google attachments in libraries using Google Drive
preview attachments
download attachments


Access the Add attachment feature

1. Open a document in a Document Management library.

2. Either:

  • press Add attachment in the Properties tab
  • scroll down to the Attachments section and press Add attachment – you have to press Edit first if your document doesn't yet have any attachments

Tip: You don't have to enter edit mode to add attachments: you can access the Add attachment button in view mode either from the Properties tab or from the Attachments section (if your document already has one or more attachments).

Select files to add in libraries using Google Cloud Storage or Azure Blob storage

Select local files to add to your AODocs documents.

1. Press Attach. Your device's file picker opens.

2. Select a file and press Open. The file is uploaded to your document.

If required, repeat these steps to add more files.

image01.png

Select files to add in libraries using Google Drive

Google users can select one of these options:

image02.png

Upload files from your device or import files from Google Drive

Important: You can't upload files from your device if you're using the Files feature on a Chromebook. You must select your files from Google Drive instead.

1. Select Attach in the Add attachment pop-up. The Google Drive file picker opens where you can:

  • drag and drop files from your device
  • select files from your device
  • select files stored in your Google Drive

Notes:
When you upload a file from your device:
– the file is first uploaded to your Google Drive - you are the owner
– then ownership of the file is transferred to the storage account of the library

When you import a file from Google Drive:
– you can only select files you own in the Google Drive file picker
– as these files are already uploaded in your Google Drive, you will only import files to AODocs and give the ownership of your files to the storage account of the library

2. Choose one or more files and press Upload. The files are uploaded to your document.

image03.png

Upload Microsoft Office files as attachments in libraries using Google Drive

1. Select Upload and convert in the Add attachment pop-up. Your device's file picker opens.

2. Select a Microsoft Office file to upload and press Open.

image04.png

The Microsoft file is converted to the corresponding Google file format and attached to the document.

Note: When you upload a Microsoft file from your device:
– the file is first uploaded to your Google Drive – you are the owner
– then ownership of the file is transferred to the storage account of the library

image05.png

Encrypt and upload files using Virtru

1. Select Upload using Virtru in the Add attachment pop-up.

2. Follow the procedure described in the Virtru User Guide.

Create Google files from scratch

1. Select Create in the Add attachment pop-up.

2. In the Create a file pop-up, select the type of file to create:

  • Google Docs
  • Google Sheets
  • Google Slides
  • Google Drawings

3. Enter the name of your new file.

4. Press Create.

image06.png

5. The Google file appears as an attachment in your document.

Note: When you create a new Google file:
– the file is first created in your Google Drive - you are the owner
– then ownership of the file is transferred to the storage account of the library

Was this article helpful? 0 out of 0 found this helpful
If you didn’t find what you were looking for, don’t hesitate to leave a comment!
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.