Link Multiple Files to Multiple Tickets

Efficiently link or upload files to several tickets at once from a project’s ticket list, saving you time and ensuring all relevant documentation is attached where required.

When to use this:

• When you have supporting documents (e.g., delivery notes, correspondence, images) that need to be attached to multiple tickets, such as call-off or order tracker tickets
• When you wish to update several tickets in one go, rather than uploading the same file to each ticket individually

1. Navigate to the Project Ticket List

• Open your desired project and open the ticket list for the relevant form
  (e.g., "Material Order Tracker")
  
  

2. Select Tickets

• Use the checkboxes to select one or more tickets to add or link files
  
  Note: The batch action to 'Link Files' is only available when all selected tickets are from the same project.

3. Linking or Uploading Files

• Once tickets are selected, and 'Link Files' has been clicked, you will have the option to either:

  • Upload new files from your device using the drag and drop or click 'browse'
  • Link Existing Files to use files already uploaded to a project

4. Attach the Files to the Tickets Selected

• • If uploading, you can drag-and-drop files into the upload area, or use the file picker to select files from your device
  • For linking existing files, browse and select from your project’s file list
  • Click to confirm your selection. Files will be attached to all selected tickets