Similar to projects, Assets permit users to append attachments to an asset. This can be particularly helpful as a way to share factsheets, research or articles that support claims made in the asset (evidence), correspondence that justifies choices made, or some source files. Generally speaking, attachments are typically helpful to share in the context of the asset, for viewers (and approvers!) to have all the information they need to do their job well.
1. Types of attachments
Cohero currently supports 2 types of attachments to be added: files and bookmarks.
Files can be uploaded from your local drive. If you have uploaded a file as an attachment on one asset, you won't be able to associate it to another asset without uploading it there again.
Bookmarks are named hyperlinks that you can append to an asset. By providing a clear name to the URL, other users will easily understand the destination it leads to.
2. Adding/Removing attachments
To add an attachment to an asset, open the attachments menu (paperclip icon), determine the appropriate attachment category, and then press '+ Add'. A small fly-out will provide you with 2 options: 'Upload file' and 'Add link'
How to add a link (bookmark):
Select the option 'Add link'. The dialog that opens, offers 2 fields to fill out:
Link: this is where you enter the URL of the location you wish to add
Title: this is the name, by which the bookmark will appear in the list of attachments
The box below will fetch the publicly available information about the link you've provided.
When you click 'Add', you'll see the added link now featured in the list of attachments:
How to add a file
To add a file, select 'Upload file' from the menu. Browse your computer to find the correct file, and complete the operation that way. Once you're done, you'll see the uploaded file reflected in the list of attachments. The small icon reflects the type of file you've uploaded:
How to remove an attachment
To remove an attachment, simply open the attachment's action menu (...) and select "Remove attachment":
3. Attachment categories
To keep a potential high number of attachments easy to oversee, Cohero offers a way to categorize attachments. Each workspace is configured with attachment categories that are most helpful and intuitive for that particular client.
Note, that attachments can also be uploaded on Projects. Attachment categories can be different on that level, depending on the client's choices.
4. Previewing & downloading attachments
Cohero offers an ability to download and (pre)view most file formats of attachments. To do so, simply open the attachment's action menu (...) and choose either 'Open preview' or 'Download'.
