Working with Attachments

You can attach image files, HTML/plain text formatted notes, and other file types to a component using the Attachments tab on the Properties dialog box of the selected component. The HTML/plain text attachment is similar to a note in which you can easily format and align text without having to use an external editor.

Note: Attachments can only be used with Change Request, Requirement, Task, and Topic components.

Select a folder from the folder hierarchy and click the component tab in the upper pane (for example, Change Request) .
Open a component item that you want to add an attachment to, delete an attachment, or edit an existing attachment.
Click the Attachments tab.
To add an attachment
1. Click Add. The Open dialog box displays.
2. Select the file you want to attach to the component and click Open. To select multiple items, use the keyboard functions Shift+Click or Ctrl+Click. The selected item appears in the Attachments list on the Attachments page of the Properties dialog box.
3. Click OK.
To add an HTML or plain text attachment
1. On the Attachments tab, click Add HTML. The Attachment Editor dialog box displays.
2. In Name, type a descriptive file name or title to identify the attachment.
3. In the text box, enter descriptive content for the body of the attachment and apply the formatting of your choice. You can also insert an image in the attachment and link to a URL. You can optionally remove the formatting and create the note in plain text format.
4. Click OK.
To edit an attachment
1. Select an HTML file in the Attachments list, and click Edit HTML.
2. In the Attachment Editor dialog box, apply your edits and click OK.
To copy an attachment
1. Select a file in the Attachments list, and click Save As.
2. In the Save As dialog box, type a new name for the file.
3. Click Save.
4. Click OK.
To delete an attachment
1. Select the file you want to remove on the Attachments page and click Remove.
  The attachment disappears from the list.
2. Click OK.