File Attachments

Before you can attach files to a record, your CAIRS administrator must determine the allowable file types and size.  Please contact your CAIRS administrator if you are unable to attach files.

There are two different types of files that you can attach to a record; you can attach any allowable file type or you can attach a link to a file in a shared location.  Although attaching a file is easy and convenient, any time changes need to be made to the file, the file will have to be saved and then attached to the record again.  When attaching a link to a file, the file is held in the shared location so any changes are automatically saved and attached to the record.

Whenever a file is attached it will follow the record until the file is removed.  Throughout CAIRS almost all records have a place to attach a record. We will cover the process here as is applies to all records, the process to add a file or link is the same.

Attaching a File or External Link to a Set Record

  1. When you are viewing a record in CAIRS, there is always the ribbon at the top of the window. Within the Attach ribbon group, click on either Add File or the Add External Link button.
  2. The Select the File to Attach window opens. Browse to select the file to attach and click the Open button.

! If the file type that you want to add in not showing up within your location, click on the file type drop-down arrow to select the correct file format.  If the file type is not available within the drop-down, please contact your CAIRS administrator to add the file type to the allowable file types list.

  1. Once attached, a button displays directly below the ribbon. To view the attached file, click the button.

Viewing and Saving an Attached File

  1. When you are viewing a record in CAIRS, there is always the ribbon at the top of the window. Directly below the ribbon, a button displays with the file name.
  2. Click the button to view the attachment.
  3. Alternatively, right-click the file name to access a pop-up menu, then select Open.
  4. To save, right-click the file name to access a pop-up menu, and then select Save Target As.
  5. Within the Save Target As window, browse to the location of where you want the file saved and click the Save button.

Deleting a File from a Record

  1. When you are viewing a record in CAIRS, there is always the ribbon at the top of the window. Directly below the ribbon, a button displays with the file name.
  2. Right-click the file name to access a pop-up menu, and then select Delete.
  3. Once you click Delete, a message box displays verifying that you really want to delete the file. Click Yes within the box to continue or No to cancel the operation.