On the ATTACHMENTS
tab, you can add files of any format and size to the entry and manage them with available options.
To add files on the tab:
Drag the selected files from your device to the tab.
Click the
+
button. Drag files to theUpload
pop-up or clickto select the required files from your device.
To drag several files, hold down the Ctrl
key.
After uploading, you can find the last added file highlighted.
Hover over the required attachment and click to apply the following actions:
Option | Action | Available for |
Preview your file in Viewer, which opens in a new browser tab. Available also for a ZIP archive with an InDesign package added to an assignment | Any Planner user | |
Download the file to your device | Any user with access to the Planner service | |
Publish the file added to the assignment to Veeva Vault as PDF for approval | Assignment owner / responsible person / production partners | |
Delete the added file | File owner / entry owner / responsible person / production partners |