Building Attachments

You can upload attachments at the building level to store important documentation. These attachments can be published to the customer portal, and are available for technicians in the field by default.

How to Add an Attachment

1. Go to the building you wish to add an attachment on.
2. Click the Attachments tab.
3. Select + New Attachment.
4. Complete the following fields:
   • Name: The file name, visible in the Customer Portal and technician devices
   • Choose File: Upload your attachment
   • Assign Category (optional): Categories can be configured in your backend Settings
   • Hide from Technician Devices (optional): Check this if the file should not appear on field devices
   • Publish to Customer Portal (optional): Check this if you want the file available in the portal
5. Click Save. 

⚠️ If your instance has Auto-Publish enabled, the Publish to Customer Portal checkbox will not appear. Files will automatically be shared to the portal once uploaded.

Managing Attachments

You can use the toolbar and the checkboxes to the left of the attachment to bulk:

• ✅ Publish to Customer Portal
• 🏷️ Assign Category
• 🗑️ Delete Attachments

To edit an attachment (rename, re-categorize, update visibility), click the pencil icon next to the attachment name.

To delete an attachment, click the trash bin icon next to the attachment name.

Attachment Categories

Categories help organize your attachments for easy filtering and reference. Admin users can create new categories in the settings. 

1. Navigate to the backend Settings
2. Select Attachment Categories under the Company section
3. Click + New Attachment Category
4. Give a Name and Description
5. Click Update Attachment Category 

Once set up, categories become available for selection when uploading or editing a file.