Use Drag and Drop within the Reference section to add attachments to any Entry.
Adding references from within an Entry
| Number | Description |
| 1 | Files can be added to an Entry by dragging them from the desktop into the Reference area. |
| 2 | The New button opens the File Reference pop-up window (shown below) that allows for files to be added to an entry directly from the File Cabinet. |
Drag and Drop files will be saved in the logged-in Users Private folder in the File Cabinet.
Associate metadata with References
Once files are 'dropped' into the File Reference area, the Platform will provide an opportunity to add associated data to the files. This associated data varies though frequently includes a short description and date. If multiple files are added at the same time, each file will be tagged with the same associated data.
| Number | Description |
| 1 | Browse. Opens the File Cabinet and allows for additional files to be added to an Entry. |
| 2 | Description. Associated text value that displays next to the file in the Entry and in the printed PDF of the Entry. |
| 3 | Date. Associated date value that displays next to the file in the Entry and in the printed PDF of the Entry. |
| 4 | Private. If available, selecting the private option will tag the file(s) as private. Private files can only be viewed by users who are granted permission to view private files by the System Administrator. |
| 5 | Hide on Print. When a reference is marked as Private, the reference can be hidden when the logged-in user prints the entry. This is done to allow for an entry to be printed to pdf and shared with a party who does not have access to FACS and should not have access to Private references. |
| 6 | Cancel. Stops the file reference process and returns you to the Entry page without saving the attached files. |
| 7 | Save. Returns you to the Entry page and saves the referenced files and their associated data. |
Adding references from the File Cabinet
| Number | Description |
| 1 | The Public project folder is named the same as the Project. |
| 2 | The Private folder is specific to the logged in User. The Private folder is the default storage location for all files that are added via Drag and Drop. |
| 3 | Insert. Adds the selected files to the Entry and returns you to the screen where associated data can be added to the files. |
| 4 | Insert+. Adds the selected files to the Entry and leaves you in the File Cabinet so you can navigate to a different folder and select more files. |
| 5 | Close. Closes the File Cabinet window and returns you to the screen where associated data can be added without saving any files. |
File Carousel
The attached files can display in a grid layout or in a file carousel. The file carousel, shown above, allows for the actual files to be viewed without opening the files. Image, pdf, and video files will render within the carousel and proprietary files like MS Office, CADD, etc. will still need to be downloaded to view.
| Number | Description |
| 1 | Referenced file. |
| 2 | Name of the referenced file. |
| 3 | Metadata associated with the referenced file. |
| 4 | Public vs Private identifier. For File Reference areas that allow for Private references, this is where the system will identify if a file is Public or Private. |
Learn more about how to copy and paste files between entries here.
If you have any questions or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.