In this section, you will learn how to manage pictures within SapphireOne. This process includes attaching, updating, and organising pictures to ensure that all visual information is easily accessible and well-maintained. The steps are as follows:
- Navigate to Workbook > General > Pictures.
- Do one of the following:
- Attach a Picture – Ensure the corresponding record has an assigned ID then drag and drop the picture into the designated area or use the Add button to select a picture from your local computer or device.
- Open a Picture – Select the picture from the list and click the Open button to view it.
- Update a Picture – Select the picture from the list and click the Update button to import a new version while maintaining links to any associated transactions.
- Save a Picture – Select the picture from the list and click the Save button to store any changes.
- Link a Picture – Select the picture and click the Link Picture button to link it to other transactions in the data file. A popup will appear for user selection.
- Delete a Picture – Select the picture from the list and click the Delete button to remove it.
- Add Details – In the Details area, add a custom name, description, and tags to each picture for easy search and location.
- Track Modifications – Use the Last Modified and History areas to track changes made to the picture, including the date, time, and user who made the changes.
- Manage Links – Use the Links area to record links to other places where the picture has been attached. Add or remove links using the (+) and (-) buttons.
- Add Notes – Use the Notes area to add any relevant notes related to the picture. Click the green clock button to add a date/time stamp.
For more detailed information, refer to the Workbook > General > Pictures article.