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The Attachments tab in the Assessment Summary shows any files that have been attached to the assessment. For each attachment, the following details are shown:

  • Filename

  • Description

  • Created date and time

  • Download – Select this to download a copy of the file.

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Filtering the Attachment List

The option to filter by Number of Records Displayed is available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Exporting the Attachment List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding Attachments

Selecting Add File will open the Add Attachment window. Here you can enter the Description for your file attachment, and either drag and drop a file into the box or select it to browse for the file. Once you are finished, select Save to finish.

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Attachment Actions

Selecting the ... icon by a file will show the following options:

  • Edit – This will open a window where you can edit the Description for the file. When you have made your changes, select Save to finish.

  • Delete – This will remove the file attachment. You will be prompted to confirm before the attachment is deleted.