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Tag: files

File uploads in Dovetail Agent

June 9, 2015 Adding files to an item in Dovetail Agent is a pretty common activity. File attachments are supported on the following items: cases subcases solutions contracts site parts accounts We’ve made it super easy to add a file, which uploads it to the server and “attaches” it to the item. File attachments are stored in a common location on the server. Gone are the days of file attachments in the Clarify Classic Client where a file attachment resided on someone’s C drive, and couldn’t be accessed by anyone except the user who added the file attachment. Plus-One On each item, there’s a Files tab. Click on the tab, then click the + on the tab header. (From a development standpoint, we commonly refer to this as our plus-one pattern, where you click the plus sign to add one more related item)…