Effective document management within your catalog ensures that all relevant files and records are easily accessible and well-organized. Here’s how to manage attachments for catalog items in Tracktile.

Uploading and Managing Attachments

1. Access Catalog Item: Navigate to the Catalog and select the item you want to manage documents for.

2. Add Attachments: Scroll to the Attachments section and click on “Add attachment” to upload new files. Files can be anything from product specifications to safety data sheets.

   

   

3. Archive Documents: Once files are uploaded and appear in the list, you can change their status to “Archived” by clicking on the yellow bucket icon. This marks the document as archived but doesn't delete it, allowing you to manage file visibility.

   

   

4. Toggle Visibility of Archived Documents: Use the “Hide archived” button to filter out archived documents and view only active ones. To view archived documents again, simply click “Show archived.”

   

5. Removing Documents: To delete a document permanently, click on the x icon next to the file.

   

6. Save Changes: Always remember to save changes to ensure all updates are applied correctly.

This document management functionality within the Catalog section of Tracktile provides a structured way to handle important documents related to each catalog item. By properly managing these documents, you maintain a clean and efficient database, ensuring that all users have access to the most relevant and up-to-date information.