Attachments & URLs

Multimedia files and URLs can be attached to catalog records, accession records, incoming loan records, temporary custody records, exhibits, outgoing loan records, people, sites, campaign records, and contact records. Multimedia files include audio files, video files, PDFs, MS-Word documents, Excel spreadsheets, and any other file your computer can open.

 

Add Attachment

Please note: Depending on the file type, size of the file, and your internet connection, it may take a few minutes for the file to upload.

 

  1. Locate the record to which you want to attach the file
  2. Click "Edit" in the Edit Bar at the top of the screen
  3. Click the Attachments & URLs Accordion bar to expand it
  4. Attach the file using one of the following methods:
  5. The date the file was attached and the user who attached the file are recorded automatically
  6. To enter a Description for the attached file, hover over the desired row, then click the Pencil icon on the right end of the row and type in your description.
  7. Click "Save" in the Edit Bar at the top of the screen

 

After files have been attached, you can click the file name to view them. They will either open in a new tab in your browser or download to your computer.

 

If you have multiple attachments or URLs, you can click one of the column headers (Date, User, File Name/URL, Description) to sort by that column.   

Add URL

  1. Locate the record to which you want to attach the URL
  2. Click "Edit" in the Edit Bar at the top of the screen
  3. Click the Attachments & URLs Accordion bar to expand it
  4. Click "Attach URL"
  5. Enter the full URL and add a Display Name and Description if desired
  6. Click "Save" on the pop-up window
  7. Click "Save" in the Edit Bar at the top of the screen

 

After the URL has been attached, you can click the URL hyperlink to view the link in a new tab.

Edit Attachment or URL Descriptions

  1. Click "Edit" in the Edit Bar at the top of the screen on the record you want to edit
  2. Click the Attachments & URLs Accordion bar to expand it
  3. Click the pencil button to the right of the Attachment or URL record
  4. Edit the Description
  5. Click "Save" in the Edit Bar at the top of the screen

Delete Attachment or URL

  1. Click "Edit" in the Edit Bar at the top of the record containing the attachment or URL you want to delete
  2. Hover over the desired row in the Attachments & URLs Accordion
  3. Click the Trash Can icon on the right end of the row
  4. Click "Yes" to confirm
  5. Click "Save" in the Edit Bar at the top of the screen