You can add or delete attachments from any Library or Project Entry. Adding and deleting attachments is done in the Edit View of any Library or Project Entry.
Permissions Required: Library, Level 2 (Read & Write) permissions or higher is required to add or delete Attachments.
To add an Attachment to an Entry
- Access the Edit view of your Library or Project Entry by clicking the Blue Pencil Icon, or by clicking on the Library Entry and then click Edit
- Click on the green plus button on the Attachments bar
- Choose Upload Attachment to add an attachment from your computer, or Add from Attachment Library to use an attachment that’s already been uploaded to Loopio
Subscription Required: Attachment Library is available on Professional subscription plan or higher.
- If you are uploading an attachment from your computer, browse for the Attachment and click Open. If you are selecting an attachment from the Attachment Library, click Select beside the Attachment you want
- Click Add
Your attachment will appear in the Attachments bar
To delete an Attachment from an Entry
Access the Edit view of your Library or Project Entry by clicking the Blue Pencil Icon, or by clicking on the Library Entry and then clicking Edit
Click the blue arrow next to the Attachments bar to show the attachments linked to the Entry
Hover your cursor over the Attachment you would like to delete
Click the Trash Bin icon