Working with attachments

Top  Previous  Next

 

EssentialPIM can store links to any files or files themselves in its database. Each element, be it an Appointment, a Note, a Task, a Password Entry or a Contact can store files or links to files. Attachments are added to a Notes part of a record.

 

Working_with_attachments_add

 

Choosing the Add link to file option, you only add a link to the file into the database.

Add file option will add the file itself into the database.

 

Attachments can also be added using drag & drop. When dragging a file into EssentialPIM, the app will show you visual indication about how to add it (as an attachment, inline for notes or as a link).

 

Dragging_attachment

Displaying attachments

Attachments can be displayed inline at the bottom or in a separate tab.

Working_with_attachments_tab

 

Buttons in the right-hand side of the attachments panel allow you to switch between the two modes. A separate tab mode supports attachment views like table, list, small and big icons.

Attachments manager

Attachments manager allows you to work with items and attachments throughout the whole database. It's also a handy tool to control your database size, providing an easy way to delete legacy attachments. It's available in Tools -> Attachments manager or by clicking the Attachments manager button in any item's Attachments field.

 

Working_with_attachments_manager.zoom75.png

 

Attachments manager has two tabs:

 

1. Items. The tab shows all items that have attachments. You can search for an item here and manage its attachments. The right pane shows the list of attachments for the selected item. Here you can open, delete, add attachments or save them to a hard drive. All mentioned options are available from the right-click menu.

 

Working_with_attachments_manager_items

 

2. Files tab shows the items by their attachments. The left pane represents the list of all the attachments in the database. The right pane shows an item the selected attachment belongs to.

 

Working_with_attachments_manager_files