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How do I attach files to items and orders?
How do I attach files to items and orders?

Guidance on attaching files in Katana

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

If you are looking to attach files to a product, material, sales order, manufacturing order, purchase order, or any other document in Katana, you can use the "Additional info" section on the item or order card for this purpose.

You cannot upload attachments directly into Katana, but you can post a link to a file stored on a cloud storage platform (e.g. Dropbox, Google Drive, OneDrive).

To attach a file to an item or order in Katana:

  • Upload the file to your preferred cloud storage platform (e.g. Dropbox)

  • Generate a share link to the file on the storage platform or copy an URL to the file

  • In Katana, paste the link to the "Additional info" section of an item or an order

Using a link to a file instead of uploading a file directly into Katana enables you to always keep the information up-to-date. If you are making any changes to the file on the cloud storage platform, then accessing the file via a link in Katana will direct you to the updated file. You would not need to upload the updated file manually.

However, you can always make a copy of the file if you need to make any changes but also keep the previous version of the file.

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