How do I attach multimedia files and URLs to records in Web Edition?

  • Updated

Applies to: Web Edition

Multimedia files can be attached to Catalog, Accession, Incoming Loan, Outgoing Loan, Temporary Custody, Exhibit, People, Site, Campaign, and Contact records. Multimedia files include PDFs, MS-Word documents, Excel spreadsheets, audio files, video files and any other file your computer can open. You can also add URLs to these records as well.

Attach Multimedia File

  1. Go to the record where you want to attach a multimedia file.
  2. Click "Edit" at the top of the record.
  3. Click on the "Attachments & URLs" accordion to expand it.
  4. To attach files, click "Add Files" or drag and drop a file into the "Or drag-n-drop here" box.
    • If you click "Add Files", this will open the Open/File Upload dialog. Navigate to the location when the file is saved. Select the file and click "Open".
  5. When the file has been uploaded, you will see the Date, User, and File Name populated in the grid.
  6. If you want to add a brief Description for the file, hover over the attachment's row and click the Pencil icon on the far right. A box will appear in the Description column where you can type the description.
  7. Click "Save" on the record.

Attach URL

  1. Go to the record where you want to add the URL.
  2. Click "Edit" at the top of the record.
  3. Click on the "Attachments & URLs" accordion to expand it.
  4. Click "Attach URL".
  5. Enter the URL for the web page.
    • If you have the page open in another tab, you can copy the URL from the address bar and then paste the URL into the field.
  6. Enter a Description of the web page, if desired.
  7. Click "Save".
  8. Click "Save" on the record.