Viewing an Attachment on the Attachments Tab

You can view attachments in several ways:

  • For uploaded files or assets:

    • Download an attachment directly.

    • Combine multiple attachments into a ZIP file for download.

  • For linked documents or URLs:

    • Follow the link to open the content directly.

To view attachments:

  1. From the sidebar navigation, click > Planner > Calendar or > Budget.

  2. Navigate to the activity whose attachment you want to view.

  3. Double-click on the activity to open the detailed view.

  4. Select the Attachments tab.

  5. Choose one of the following options:

    • To download a single attachment:

      1. Click the Download entry in the attachment's row.

      2. In the download dialog that appears, choose where to save the file.

    • To download multiple attachments as a ZIP file:

      1. Select the checkboxes for the attachments you want to download.

      2. Click Download files.

      3. When the download dialog appears, select where to save the ZIP file.

    • To follow a link:

      1. In the attachment's row, click the Follow link entry in the Download column.

      2. The link opens in your browser according to your settings (same window or new tab).