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Description: Documents can be attached to any object in DCI, including but not limited to: funding sources, cost centers, programs, employees, clients, and entries. All users can add attachments to objects if their role(s)/permission(s) allow them to view the details of the object.

Please note: Attachments are limited to 15 MB. Like all information in DCI, attachments cannot be deleted or removed from the system. If an attachment was added by mistake or is no longer needed, use the archive feature. Only Super Users and the user who created the attachment will be permitted to archive and unarchive an attachment.

Role Required: N/A

Permission Required: N/A

  1. Open the Details Page of the object for which you want to manage attachments
  2. Navigate to the Attachments tab below the object details to view existing attachments
  3. Use the search filters to narrow the search results (the status filter defaults to Active)
  4. The status filter defaults to Active, change the status to view Active, Archive or Both for a list of attachment results
    1. To download the attachment
      1. For a single attachment, click on the down arrow under Download
        1. Archived documents cannot be downloaded
      2. For multiple attachments, either click the Select All button above the attachments to select all documents, or click the Checkbox next to the documents you would like to download and then click Download Selected Attachments
        1. When prompted, click Yes to download attachments, or Cancel to return to the attachment details
          1. If you click Yes, the attachments will be downloaded as a .zip file to your local computer
    2. To archive an attachment
      1. Select the box on the left of the attachment date and click Archive Selected Attachments
    3. To unarchive an attachment
      1. Open the attachment details page
      2. Select on Actions button
      3. Select Unarchive Attachment from the Actions dropdown
    4. To add a new attachment
      1. Select Actions button
      2. Select New Attachment from the the Actions dropdown


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