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Adding comments and attachments

Modified on Thu, 17 Nov 2022 at 03:23 PM

In Aico, you can add comments and attachments to supply additional information to a document.

They can be optional or mandatory, depending on your company settings. Different documents may also have different requirements for supplying supporting evidence. For example, one document may require a comment or an attachment whereas another only requires an attachment.

Instructions or guidelines can also be included as attachments. Your system administrator can attach them when setting up the task template in Aico Automation Manager.

You can add comments and attachments at both the header and line item level.

Comments and attachments at the header level.

You will find the added comments and attachments in the central panel of your document.

Add comments

1. In the Comments area, click Add comment.


2. Enter your comment in the Add comment dialogue box. 

3. Click Add to submit.

Deleting comments

It is not possible to delete or edit a comment. 


Attachments

1. In the Attachment area, click Add attachment.

2. In the Add attachment dialog box, click Choose File.

Select the file or files you want to upload.

Add a description and category (optional). By default, the attachment is visible to all users. 

To restrict access, click the Attachment restrictions link and select the users who are allowed to access the attachment.

3. Click Add.

Adding a screenshot as an attachment.

It is also possible to add a screenshot as an attachment. This feature is not available when using older browsers such as Internet Explorer.


1. Copy your screenshot using your snipping tool.

2. Click on the Add attachment + sign.

3. Click in the Screenshot area. 


4. Type CTRL+V to paste the screenshot, which will appear as a thumbnail image.

5. Click Add.



Editing an attachment

To edit the visibility settings of your attachment, click the icon at the end of the row. 


Deleting an attachment

It is only possible to delete an attachment added during the current workflow phase. 

To edit an attachment description, click on the red delete button to the right of your attachment.

Info: An Approver cannot delete the Creator's attachment.

Comments and attachments at the row level.


Click the Comments (1) or Attachments (2)  to add comments and attachments at the row level

Add comments at row level

1. Select the row you want to add the comment to. Click on the speech bubble icon in the Comments column. The numerical 

value indicates how many comments there are on the row.

2. In the dialog box, enter your comment and click OK.

The colour of the icon and comment text is blue, indicating that the comment is not saved yet. Once saved, the colour of the

icon and comment text change to black. 

To save your comment, click Save on the toolbar at the top of the page. The colour of the icon and comment text change to 

black.

Add attachments at row level

1. Select the row you want to add the attachment to. Click on the paper clip icon in the Attachments column. The numerical 

value indicates how many attachments there are on the row.

2. In the dialog box, click Add attachment.

Then add your attachment in the pop-up that follows and click Add.

Deleting an attachment

To delete an attachment, click the paper clip icon at the end of the row.

In the pop-up that follows, you can delete the attachment by clicking on the red circle.

Editing an attachment

To edit attachment description or visibility settings, click the paper clip icon at the end of the row. 

In the pop up that follows, you can edit the attachment by clicking on the pen and paper icon. You can then proceed to edit the attachment or its visibility in the same way you would add the original attachment.

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