The files and images field allows you to attach and upload various types of files and images to their SmartSuite app. It is also referred to as the attachment field.
Adding a Files and Images field
From Grid View
From Grid View
Click the + menu icon after the last column header or open the Column Menu by clicking on a column header's dropdown icon and then select "Add Field to the Right."
Select "Files and Images" and a window will open to configure the field. You can search for the field for a quick find.
From Record View
From Record View
The fastest way to add a field from an open Record View to is simply click the + sign next to a current field to add a new field below.
See a Files and Images field being added in Edit Record View below:
You are then able to begin uploading files and images to the field.
Uploading attachments
To upload a file or image, click on the plus sign in the cell of the record you wish to upload the files to. You can also click the expanded cell option and upload from there. You will be presented with a variety of sources from which you can upload including your device, a link, Box, Dropbox, Google Drive, One Drive/One Drive Business, Facebook, and Instagram.
Note: 5GB is the maximum file size for each file. You can create a zip file to upload or link to Google Drive or Dropbox if the file you'd like to upload is larger than that. Any file type may be attached in a Files and Images field, however, SmartSuite only recognizes certain file types to display for visual convenience.
You are also able to drag and drop files or images directly onto the cell, from the expanded display of the cell, or from the upload window.
You are able to use to feature to upload a single files or images or any number in bulk.
Downloading Files & Images
From the expanded record view, you have the option to download individual uploads or all files within the record. Click on the three-dot menu to download the individual file or click into one of the files to download all from the three-dot menu in the open display.
Note: Members of any permission level are able to download files stored in the records they are permitted to see in the Solutions that are granted access to.
Renaming attachments
To rename a file, you can click on the three-dot menu of the expanded cell display.
You are also able to open this from the open record view from the three-dot menu, "Rename."
Removing Attachments
To remove a file, open the expanded cell display and click on the three-dot menu. Click on the trash bin followed by Remove [File type].
You are also able to do this through the open record view through the three-dot menu.
Lastly, you can click into the cell from the Grid View and hit delete on the keyboard to remove the file.
Printing a file
To print a record, click into the file you wish to print, access the three-dot menu, and select "Print."
Reordering Files
By default, files will upload in the order they are added to the cell. To change the order, you can drag and drop the files to the new location from the expanded cell view or the open record view shown below.
Customize the layout
To customize the layout of the files and images field, access the Card View and List View options in the right corner of the expanded cell display or the open record view.
You can adjust the size of the file size in the Card View option by dragging the dot of the toggle.
Viewing file details, dark/light more & enabling slideshow
By clicking into a file and selecting the arrow in the top right of the window, several additional features will display.
You are able to access the file details including the date it was and last modified, the file type, the size, and dimensions.
You can also can select whether you want the file's background to be light or dark using the Background toggle from this window.
Lastly, enable a slideshow of the files and images in the record by selecting "Enable Slideshow" in the bottom right corner.
