How to add Photos & File Attachments in Notes

This article covers how to add a Photo or File Attachment Note:

Add a Photo or File Attachment Note to Inventory Items

You can add a photo or file attachment note to any active or archived inventory items. These include Lots, Vessels, Dry Goods Products and Batches, and Vineyards and Blocks. 

  1. First, navigate to the inventory details page.
  2. Scroll to the bottom left of the page, to the Notes section
  3. Click on +Add note                                                                                        
  4. Enter your text in the pop-up dialog box (optional)
  5. Click on Attach file and choose your file (optional)
  6. Click on Add note to submit

Voila! 

Note: Photos will display as a thumbnail and can be clicked to view larger. All photos and files are added as an attachment (blue link text). Click on the attachment link to download the file to your computer; PDF files will open in a new browser tab.

 

Add a Photo & File Attachment Note to Direct Actions and Work Order Tasks

Photo and file attachment notes can be added to work order tasks after creation and also after recording a direct action.

Note: At this time, only text notes are supported before the work order task is created or a direct action is recorded. You can only add photo or file attachment notes after the task/action has been submitted.

  1. In the work order or action details page, click on +Add note
  2. Enter your text in the pop-up dialog box (optional)
  3. Click on Attach file and choose your file (optional)
  4. Click on Add note to submit

Add a Photo Note in the Mobile App

Photo notes can be added to lots, vessels, and work order tasks from within the mobile app.

Lots and Vessels

Work Order