Item Files

An example of an Item File at the Order / Quote Item level would be a Customer Supplied File. When a CSR or Salesperson writes up an order they can attach the Customer Supplied File to the item for Prepress to preflight prior to proofing or printing.

Location 

Item Files are located on the right side of the New Item Page.

Option 1: Add an Item File

• Click the + icon to the right of Item Files.
• From the Type dropdown menu choose File.
• Choose a File.
• Select a File Group.
• Click Save.

Clicking the down arrow to the right of Save will allow you to Save and Add a New file.

Option 2: Add an Item URL

• Click the + icon to the right of Item Files.
• From the Type dropdown menu choose URL.
• Enter a File Name.
• Paste a URL into the URL field.
• Select a File Group.
• Click Save.

Clicking the down arrow to the right of Save will allow you to Save and Add a New file.

File Actions

Once the file has been added you may need to pause for a moment as the file finishes uploading. Refreshing the page may also be necessary to see the File Actions listed below.

Edit

Allows you to reassign the File Group.

Download

Allows you to download the file to your computer.

Create Proof

Allows you to create a Proof record from the selected file to send the your customer.

Create Thumbnail

Allows you to create a Thumbnail image from the selected file.

Copy URL

Allows you to copy the URL of the File for image hosting needs.

Delete

Allows you to delete the file.

For a list of acceptable file format types, see Support - Acceptable File Types.