Attach Documents

Documents can only be added to an existing action item. The paper clip icon that allows you to add a document does not appear until the action item is added. For more information, see Add Action Items.

In IE10, Firefox, Chrome, and Safari browsers, you can simply drag and drop documents from your local directory onto the Attached Documents tab. This can be done to attach documents throughout Trimble Unity Construct Enterprise.

To attach documents to an action item

  1. Go to the Event Details page.

    2. For more information, see Access Event Details Page.

  2. Click the paper clip icon.

    3. The Attach Documents dialog box displays.

  3. Click Add.

    4. The Attach Documents dialog box displays.

  4. In the Select Attachment Method section, select your method of attachment.
  5. Click Browse For Files...
  6. Search for and select the file you want to attach.

    7. You are returned to the Attach Documents dialog box.

  7. If you are attaching files from Trimble Unity Construct, go to step 9.

    8. —Or—

    If you are uploading files from your computer, in the Select an e-Builder Destination folder, click Browse.

  8. Search for and select the Trimble Unity Construct destination folder.
  9. Click Attach Selected.