Attachment Manager lets you quickly navigate through any attachments or files submitted by a customer.
An attachment is any file or document submitted. The formats can be PDFs, DOCs, JPGs, etc.
Navigating to Attachment Manager
Log into Aliquot: Open the Aliquot Software Application.
Navigate to "Reports"
Select “Attachment Manger”
Attachment List Interface
Following the above steps will open the Attachment List interface. This screen allows you to easily manage attachments on your site from one location.
Attachment Information
Attachment Name
Attachment Description
Attachment Author
Attachment Timestamp (Time and date created)
Attachment Size
Image Editor
Favorite Attachment Toggle
Edit Attachment
Delete Attachment
Clicking Attachment Manager takes you to the Attachments List screen.
If no section of hierarchy is being worked on, it'll bring up a blank screen. If actively working, it'll list out the customer you're on.
Customer attachments are listed out here once a customer, facility, etc., are filtered in.
Listed attachments will have their Name, Author, Timestamp, and file size listed:
Navigating List Using Attachment Folders, Filtering Attachments
Filter using the Attachment Folders section to move through layers.
Then, apply Filter Attachments to narrow results by Customer, Facility, or Building
Example:
In this scenario, we used Filter Attachments to drill down to the Building layer. Then, using Attachment Folders, we jumped back up to the Facility layer.
If you need an attachment at the Customer layer, simply click the Customer tab under Attachment Folders.
What if you need a system attachment for the APS building submitted two weeks ago, but you don’t remember its name?
Fill out the Building layer under Filter Attachments to narrow results to APS Building.
Then, go to the APS Building list and look for the attachment name and the timestamp to find it.
Create Attachment
Before creating an attachment, select the layer at which you would like it to be on (Customer, Building, etc.).
Clicking Create Attachments takes you to a screen where you can upload the file. Hit Save Attachment to submit or press Cancel to undo all changes.
Enter in a name for the attachment.
Upload an image for the attachment.
Select "Save Attachment"
Uploaded files are fully navigable within the app. If you upload a PDF in aliquot, you can scroll through the PDF in aliquot.
The Attachment Manager allows you to efficiently navigate through any attachments or files submitted by a customer.