This feature allows you to attach relevant information to your system, to be consulted by your workers while on the shop floor, such as:
A detailed description of the customer's order;
Specific work instructions for an operation;
Setup instructions for machines;
File types & entities
You can attach different file formats: csv, xlsx, xls, pdf, png, jpeg, dwg, dxf, fbx, igs, iges, obj, sat, skp, smt, stp, step, stl, usdz.
The maximum size per file is 25MB. Files can be attached to:
Production Orders/Jobs
Purchase Orders
Sales Orders
Quotes
Products
Operations
Machines
Lots
How to attach Files?
Associate files to machines
The steps below show how to associate a file to a machine. The process to add files to products, operations and lots is similar.
1. Navigate to the "Machines" tab, and choose the machine to which you want to attach a file
2. Scroll down to the "Files" tab, and click on "Click or drop here files to upload"
3. Select one or more files from your computer or drag your files to this tab.
4. Save the machine
Attaching files to Production Orders/Jobs
The steps below show how to associate a file to a production order/job. The process to add files to sales orders, purchase orders and quotes is similar.
1. Navigate to the "Production Orders"/"Jobs" tab, and choose the production order/job to which you want to attach a file
2. Scroll down to the "Advanced Fields" tab
3. Select one or more files from your computer or drag your files to this tab.
4. Save the production order/job
⚠️ Important ⚠️
By default, files won't be active on the tablet. To activate/deactivate them, (1) click on the smartphone . Of you want to activate/deactivate all the files attached to an entity, (2) click "Show All" / "Hide All".
Files can only be accessed on the tablet for production orders/jobs, products, operations and machines. All other files can only be seen from the management interface.
You can preview and download the files below the file name on the left, and delete them near the smartphone icon on the right.
Viewing files on your tablet
A worker must start a production to be able to view the attached files. After starting a production, click on "View files" button to view the files linked to that production order, product, operation, or machine.
Pro-tip: Would you like to have the product image displayed on its header sheet? Check this article.
Need help? Request a Prodsmart expert to contact you here.