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Double-clicking on any tile will bring up a preview window. If the item cannot be previewed, you will be given the choice to open the file in a known location through your File Explorer.
(for people that are SaaS/Hosted users, it might be best is recommended to download the file, and then open it on your local computer if it’s an obscure file type. The SaaS/Hosted environment may not have an application that can open that file.)
Sharing
Sharing allows quick and easy record-keeping of items that are shared across a lot of multiple assets/entities within your organization. For example, a specific MSDS sheet that needs to be applied to all vehicles (or a subset of vehicles). : Simply attach the MSDS sheet to a facility for examplerecord, and check the box called “Share”. This item is now essentially, “Shareable” throughout that facility, and can be added to any other item within that facility by clicking the shared folder in the toolbar, which opens this window
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From here, simply search, filter, sort, and select the items that you would like to add to this item. In this example, let’s say I want to add the tire1 picture, because why not! I would check that box and select “Add”. Double-clicking on a grid row will also launch a preview window of the selected item for reference.
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As you can see, the tire1 image has been added and is marked with a share icon in the top right corner of the attachment tile. Items that are created from a shared attachment cannot be edited. To remove that shared attachment from this list, just go ahead and hit the delete button!highlight that file and click on the “Delete” button.
Add/Replace
Clicking add “Add” will open a file explorer. For those of you that are Hosted/SaaS, you will want to navigate to //tsclient on the left-hand side (How to save a Hosted/SaaS file to your own Desktop). This will give you access to your files that are on your local machine! . Adding an attachment will create a new link for the file you uploaded to that record in RTA! .
Replacing “Replace” will replace update the currently selected attachment with the new one you specified. This becomes very powerful when combined with sharing. For example, if you have a MSDS sheet or Inspections sheet that is are shared with a set of vehicles and you need to update that sheet, simply replace it from where you have it shared (perhaps the facility), and voila! All vehicles that have a reference to that shared MSDS sheet are now updated with the new sheet!record.
Downloading/Exporting
There are two ways for you to download items.
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When exporting a single item, it will be exported in its original format. When exporting multiple items, it RTA will zip them all together and download the .zip file where you directed it to save in the save Save-As dialog.
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For any additional questions or an overview of the RTA Attachments feature, please contact our support team at support@rtafleet.com.