Uploading a file
On the data panel, fields with the 
icon indicate that you can upload files into Planon. Upload enables you to add additional related information in any file format such as pdf, jpg or docx. The procedure to upload a file is similar across Planon.
icon indicate that you can upload files into Planon. Upload enables you to add additional related information in any file format such as pdf, jpg or docx. The procedure to upload a file is similar across Planon.To upload a file
Procedure
1. Go to the field with the Upload option.
2. In the Upload field, you can drag a file directly from your local machine or browse to and select a file by clicking the Upload icon.
icon.Note | You can drag only one image at a time and only from your local machine. |
3. If you click the Upload icon, an Upload file dialog box will appear.
icon, an Upload file dialog box will appear.4. Click the Choose file button to browse and select a file from your local drive.
5. Click OK.
The file is now uploaded to the WebDAV location specified in System Settings.
After upload,
• For image type fields, the image is directly displayed in the data panel. You can use the Clear / X option to remove it. However, it will still reside in the WebDAV location.
• For document type fields, the View button is displayed. Depending on your browser settings, this button enables you to download or view the file.