Upload attachments

Attachments are files that are attached to AODocs documents. Attachments are stored in Google Drive and are owned by the storage account of your library. Learn more: What are attachments?

Note: You can upload non-Google attachments only.

This article explains how to upload attachments to your AODocs documents.

 Upload attachments from the document sidebar
         Upload new attachments in Document Management libraries
         Upload Microsoft Office files as attachments in Document Management libraries
         Replace existing attachments in all types of library
 Upload attachments by drag and drop
         Replace existing attachments by drag and drop in Team Folders and Secured Folders
         Upload attachments by drag and drop in Document Management libraries


Upload attachments from the document sidebar

Upload new attachments in Document Management libraries

1. Open a document in a Document Management library.

2. Select Attach a file in the sidebar or press Edit and scroll down to Attachments.

3. Select Attach.

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4. The Google Drive file picker opens where you can:

  • drag and drop files from your computer
  • select files from your computer
  • select files stored in your Google Drive

Notes: 
1. When you upload a file from your computer:
- the file is first uploaded to your Google Drive - you are the owner
- then ownership of the file is transferred to the storage account of the library

2.When you import a file from your computer:
- You can only select files you own in the Google Drive file picker.
- As these files are already uploaded in your Google Drive, you will only import files to AODocs and give the ownership of your files to the storage account of the library.

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4. Choose one or more files and press Upload

5. The newly attached file is displayed in the sidebar of your document.


Upload Microsoft Office files as attachments in Document Management libraries

1. Open a document in a Document Management library.

2. Select Attach a file in the sidebar or press Edit and scroll down to Attachments.

3. Select Upload and convert.

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4. Your computer file picker opens. Select a Microsoft Office file to upload.

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The Microsoft file is converted to the corresponding Google file format and attached to the document. It is displayed in the sidebar.

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5. The newly attached file is displayed in the sidebar of your document.

Note: When you upload a file from your computer:
- the file is first uploaded to your Google Drive - you are the owner
- then ownership of the file is transferred to the storage account of the library


Replace existing attachments in all types of library

When you upload a new version of a non-Google existing attachment, you must choose to keep the current version or to overwrite it. Learn more: Understand the AODocs version control system.

1. Open a document in any type of library.

2. In the sidebar, press the Upload button next to a non-Google attachment. In Document Management libraries you can also access attachments in the Properties panel, under Attachments.

Important: You can't upload new versions of attachments when the document is in edit mode. 

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Uploading a new version of a non-Google attachment in a Document Management library

Note: The upload option is also available from the More actions menu next to the non-Google attachment.

4. Select one of these options in the Upload pop-up:

  • Replace existing attachment: the uploaded file replaces the existing attachment; a new version of the document is not created
  • Create a new version of the existing attachment: a new version of the document is created with the uploaded file as a new version of the attachment
     
    Note: If manual versioning is disabled in your document class, the option Create a new version of the existing attachment is not available. 

5. Press Choose file to select the file to upload.

6. If you chose to create a new version of the existing attachment in step 4, enter a name and (optionally) a description for the new version of your document.

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Note: You can’t use the same name as another version of the document.

7. If you chose to replace the existing attachment in step 4, you can press the Upload button directly without entering a version name and description.

Any new version of the file you upload must have the same Multipurpose Internet Mail Extensions (MIME) type as the previous version. For example, you must upload a Word document to replace a Word attachment.

Upload attachments by drag and drop

Replace existing attachments by drag and drop in Team Folders and Secured Folders

Notes: 
- Documents in Team Folders and Secured Folders must contain exactly one attachment. 
- When you upload a new version of an existing attachment, you must choose to keep the current version or to overwrite it. Learn more: Understand the AODocs version control system.

1. Open a document in a Team Folder or Secured Folder.

2. Open the Properties panel.

3. Drag and drop a non-Google file into the Properties panel.

The file must have the same Multipurpose Internet Mail Extensions (MIME) as the existing attachment. For example, you can upload only an Excel file to replace an Excel attachment.

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4. Select one of these options in the Upload pop-up:

  • Replace existing attachment: the uploaded file replaces the existing attachment; a new version of the document is not created
  • Create a new version of the existing attachment: a new version of the document is created with the uploaded file as a new version of the attachment

5. Press Choose file to select the file to upload.

6. If you chose to create a new version of the existing attachment in step 4, enter a name and (optionally) a description for the new version of your document.

Note: You can’t use the same name as another version of the document.

7. If you chose to replace the existing attachment in step 4, you can press the Upload button directly without entering a version name and description.

Any new version of the file you upload must have the same Multipurpose Internet Mail Extensions (MIME) type as the previous version. For example, you must upload a Word document to update a Word attachment.


Upload attachments by drag and drop in Document Management libraries

Note: Documents in Document Management libraries can have no attachments, one attachment or several attachments. Learn more: Manage document attachments in Document Management libraries.

1. Open a document in a Document Management library.

2. Open the Properties panel.

3. Drag and drop a non-Google file into the Properties panel.

The file is added directly as an attachment if your document has no attachments or if the selected file has a different name from existing attachments.

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4. If the selected file has the same name as an existing attachment, the Upload pop-up opens. Select one of these options:

  • Add as a new attachment: the uploaded file is added as a new attachment; the document will have more than one attachment with identical names
  • Replace existing attachment: the uploaded file replaces the existing attachment; a new version of the document is not created

Note: If you select this option in a document that has two or more attachments with identical names, the uploaded file replaces the first of the attachments with identical names.

  • Create a new version of the existing attachment: a new version of the document is created with the uploaded file as a new version of the attachment

5. Press Choose file to select the file to upload.

6. If you chose to create a new version of the existing attachment in step 4, enter a name and a description for your new version.

Note: You can’t use the same name as another version of the document.

7. If you chose to replace the existing attachment in step 4, you can press the Upload button directly without entering a version name and description.

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