Adding attachments

The directions for adding attachments vary depending on if you are in a browser-based task (Expense Reports, Projects, Revenue Recognition) or a click-once based task (Project Command Center, Time & Expense).

To add an attachment to a click-once based task

Before you begin

  • Verify that the file is in a shared location, such as a shared network or website.
  1. In the Ajera window, click the Attachments tab or button .
  2. Click Add.
  3. Do one of the following:
  • Click the Browse button, select the file you want, and click Open.
  • Enter the full URL (beginning with either http:// or https://) into the Files/URL field.
  1. Confirm you want to attach the file.
  2. If you want to upload the attachment, click Yes.
Note:

You can only upload attachments is Upload Attachments is enabled.

When the upload is successful, a check mark appears in the Upload column in the Attachments window.

  1. To use attachment categories to organize your attachments, click in the Category field.
  2. Select a category for the attachment, and click Select. If the category you want does not exist, click New, set it up, and then select it.
  1. Click OK. Ajera automatically enters the file name in the Description field. Change the description, if needed.
  1. Click Save.
  2. Click Close.

To add an attachment to a browser-based task

You have two different ways to add attachments:

To add a link/URL to an attachment

  1. In the Actions column, click > Attachments.
  2. Click Add Link/URL to add a link to add a link/URL to an attachment.
  3. In the Add Attachment window, in the Link/URL field enter or paste the link to the attachment.
  4. Optional: Select a category for the attachment.
  5. Click Add.

To add an upload attachment

  1. In the Actions column, click > Attachments.
  2. Click Add Upload or drag and drop the files to attach.
Note: Drag and drop is only available for Manage > Expense Reports and Manage > Projects AND if you have Upload Attachments enabled.
  1. Click to open the file explorer window.
  2. Optional: Select a category.
  3. Click Save.
  4. Click OK to close the Attachments window.

The file is not uploaded until you click .

Once the attachment is uploaded, a check mark will appear in the Uploaded column in the Attachments window.