> For the complete documentation index, see [llms.txt](https://prohelp.assetpanda.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://prohelp.assetpanda.com/tools/attachments.md).

# Attachments

Global, Record Level, Multiple, Forms, Tables, Gallery

#### <img src="https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F6GAtChw2I6mvyUQRhLrJ%2Fpanda.png?alt=media&amp;token=ae1afdf5-65b1-4b6e-ba31-e8f4e7161898" alt="Asset Panda Pro app link" data-size="line"> [Visit Attachments in the app](https://assetpanda.app/tools/attachments)

When the Attachments feature is enabled, users can upload, manage, and view files associated with records across the platform. Attachments can be accessed globally, at the individual record level, or for specific fields, with permissions and visibility enforced based on user roles and access to records.

## Supported attachment file types

For field-based attachments, you can specify the type of files that can be uploaded:

* Image: jpg, jpeg, gif, png, heic, heif, webp, avif
* Document: doc, docx, pdf, xls, xlsx, txt, zip, csv
* Video: mp4, qt, asx, mov, swf, asf, wmv, swt, 3gp, mn, viv, 3g2, mpg, vivo, dvx, vob, mpeg, fly&#x20;
* Audio: mp3, wav, wma, ogg, aac, 3gp, m4a

From the **Attachments** tab for the record, you can attach files of any type to the record.

***

## View attachments (Global view)

The Attachments view displays all files across the organization that the user has permission to access based on their role:

* Organization admin: All files across all accounts and modules in the organization.
* Account/Module admin: Files tied to their scope
* Collaborator: Files in assigned modules
* Custom Role: Files per record access limits
* Multi-role: Union of all accessible records

Users can filter the list based on a specific account, module, collection, or field value. They can preview some file types and can download or delete files.&#x20;

1. In the navigation pane, select ![Tools icon](https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F86r2Hf7sGhCvOUQwkZEL%2FTools.jpg?alt=media\&token=77c3c6a1-287f-49ac-8991-c4f215e89d32) **Tools** > **Attachments**.&#x20;
2. To filter the list of attachments:
   1. Click **Filter** <i class="fa-filter">:filter:</i>. The **Filter by** page is displayed.
   2. Select the **Account**, **Module**, and/or **Collection** for which you want to review attachments.&#x20;
   3. To filter the list based on specific records:
      1. Select the **Field name** to filter the collection records.
      2. Select the **Operator** to compare the field values.
      3. Enter the **Value** to determine the records available to the collection field.
      4. To specify multiple filter criteria, click **Add more** and then repeat steps i-iii.
      5. If multiple conditions are specified, select whether **All** or **Any** of the conditions must be met to display the attachment.
   4. Click **Apply**.
3. To sort the attachments in the list:
   1. Click **Sort by** ![Sort by icon](https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F3b0im2zKDXRVX1jXtygJ%2FSort%20by.png?alt=media\&token=e8ca3268-4c4e-4fb2-975c-0ef31647c36f). The **Sort by** pane is displayed.
   2. Select the **Sorting field**. You can sort by file type, date added, or file name.
   3. For **Value**, select whether to display attachments in ascending or descending order.
   4. To specify multiple sort levels, click **Add more** and then repeat steps a-c.
   5. Click **Apply**.
4. To download an attachment, select the check box in the upper-left corner of the attachment and then click **Download**.&#x20;
5. To delete an attachment, select the check box in the upper-left corner of the attachment, click **Delete**, and then click **Delete** in the confirmation message.

{% hint style="info" %}

* You can delete an attachment only if you have edit access on all records linked to the attachment.
* Attachments deleted from one record remain in others unless they are unlinked everywhere.
  {% endhint %}

***

## View attachments (record view)

You can view the attachments associated with an individual asset record.

1. Navigate to the collection that contains the record. See [Manage collections](/settings/account-management/collections.md).
2. Click the record to be reviewed. The details pane is displayed.
3. Click **View full details**.
4. Select the **Attachments** tab. All attachments associated with the record are displayed.

***

## Configure attachment fields

You can configure collection fields to support the upload of an attachment, such as an asset image.&#x20;

1. Navigate to the collection or form that will contain the field. See [Manage collection](/settings/account-management/collections.md) or [Manage forms](/settings/account-management/forms.md).
2. When [adding the collection or form field](/settings/account-management/fields.md#adding-new-fields), select **Attachment** for **Data type**.
3. To control the number of attachments that can be uploaded for a record, enter the **Maximum attachments allowed**.&#x20;

{% hint style="info" %}
If this field is not specified, there is no limit to the number of attachments that can be uploaded.
{% endhint %}

3. For **File type allowed**, select the types of files that can be uploaded for the record.
4. If image files are enabled and should be used as the record image, select **Set this attachment as the default record image**.
5. Click **Save**.

***

## Manage attachment folders

### Create an attachment folder

You can create folders to organize attachments.

1. In the navigation pane, select ![Tools icon](https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F86r2Hf7sGhCvOUQwkZEL%2FTools.jpg?alt=media\&token=77c3c6a1-287f-49ac-8991-c4f215e89d32) **Tools** > **Attachments**.&#x20;
2. Click **New folder**.
3. Enter the name for the new folder, and then click **Add**.

### Move attachments into a folder

1. In the navigation pane, select ![Tools icon](https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F86r2Hf7sGhCvOUQwkZEL%2FTools.jpg?alt=media\&token=77c3c6a1-287f-49ac-8991-c4f215e89d32) **Tools** > **Attachments**.&#x20;
2. If necessary, [create an attachment folder](#create-an-attachment-folder).
3. Select the check box for the attachments to move.
4. Click **Move to folder**.
5. Select the folder.&#x20;

{% hint style="info" %}
To create a new folder, click **New folder**. See [create an attachment folder](#create-an-attachment-folder).
{% endhint %}

6. Click **Done**.

### Rename an attachment folder

1. In the navigation pane, select ![Tools icon](https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F86r2Hf7sGhCvOUQwkZEL%2FTools.jpg?alt=media\&token=77c3c6a1-287f-49ac-8991-c4f215e89d32) **Tools** > **Attachments**.&#x20;
2. Click <i class="fa-ellipsis" style="color:$primary;">:ellipsis:</i>  in the upper-right corner of the folder tile and then select **Edit**.&#x20;
3. Enter the new name for the folder, and then click **Save**.

### Delete an attachment folder

When you delete an attachment folder, you can specify whether to delete the attachments in the folder.&#x20;

1. In the navigation pane, select ![Tools icon](https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F86r2Hf7sGhCvOUQwkZEL%2FTools.jpg?alt=media\&token=77c3c6a1-287f-49ac-8991-c4f215e89d32) **Tools** > **Attachments**.&#x20;
2. Click <i class="fa-ellipsis" style="color:$primary;">:ellipsis:</i>  in the upper-right corner of the folder tile and then select **Delete**.&#x20;
3. To remove the attachments along with the folder, select **Also delete the attachments inside this folder**.

{% hint style="info" %}
If you do not select this option, attachments in the folder are moved to the main attachment folder.
{% endhint %}

5. Click **Delete**.

### Download an attachment folder

You can download the attachments in a folder to a zip file for external use.

1. In the navigation pane, select ![Tools icon](https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F86r2Hf7sGhCvOUQwkZEL%2FTools.jpg?alt=media\&token=77c3c6a1-287f-49ac-8991-c4f215e89d32) **Tools** > **Attachments**.&#x20;
2. Click <i class="fa-ellipsis" style="color:$primary;">:ellipsis:</i>  in the upper-right corner of the folder tile and then select **Download**.&#x20;
3. Select the location of the downloaded file, then click **Save**.

***

## Upload an attachment (Global view)

You can upload attachments to enable files to be attached to records at a later date.

1. In the navigation pane, select ![Tools icon](https://1392520265-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxeONEzrcpTXxoedP4Phm%2Fuploads%2F86r2Hf7sGhCvOUQwkZEL%2FTools.jpg?alt=media\&token=77c3c6a1-287f-49ac-8991-c4f215e89d32) **Tools** > **Attachments**.&#x20;
2. If necessary, select the folder where you want to upload files.
3. Select **Upload**  <i class="fa-arrow-up-from-bracket">:arrow-up-from-bracket:</i>.
4. Select the file to upload as an attachment.
5. Click **Open**.

***

## Add attachments to a record

{% hint style="info" %}
Only users with Organization admin, Account admin, Module admin, or a custom role that supports the creation of attachments can add attachments to records.
{% endhint %}

### Add from a field

1. Navigate to the collection that contains the field. See [Manage collections](/settings/account-management/collections.md).
2. Click the record to be updated. The details pane is displayed.
3. For the attachment field:
   1. To upload a new attachment file, select **Upload** and then select the file to upload.
   2. To attach an existing file that was previously uploaded, select **Gallery**, select the folder containing the file, select the file to attach, then click **Attach**.
4. Click **Save**. The attachment is saved to the record. Images are displayed visually and other file types are displayed as links.

{% hint style="info" %}
When multiple files are supported and uploaded, "Multiple" is displayed for the field. You can view the full details for the record to see the list of files.
{% endhint %}

### Add from the record details view

You can use the full details view of a record to review its attachments and add new attachments.

1. Navigate to the collection that contains the record. See [Manage collections](/settings/account-management/collections.md).
2. Click the record to be updated. The details pane is displayed.
3. Click **View full details**.
4. Select the **Attachments** tab. All attachments associated with the record are displayed.
5. To upload a new attachment file, select **Upload** and then select the file to upload.
6. To attach an existing file that was previously uploaded, select **Gallery**, select the folder containing the file, select the file to attach, then click **Attach**.
7. To delete an attachment, select it, click <i class="fa-trash" style="color:$danger;">:trash:</i>, and then click **Delete**.&#x20;
8. Click **Save changes**.
