Attachments Tab
Attachments are PDF files
Throughout DesignSmart you will see the term “Attachments”. Attachments are always going to be PDFs.
Attachments are PDF files that can be linked to an item. They can be useful in the following ways:
- They can automatically be added to a purchase order. This is especially helpful when the PDF is a vendor's quote or a technical drawing.
- They can automatically be added to specifications. Typically, these attachments will be technical drawings or cutsheets.
- They can automatically be added to invoices. For example, you can attach travel receipts to reimbursable items so that when you create the invoice the receipts will automatically be added to the invoice.
- They can serve as a reference document that is not included on any client or vendor facing documents.
Items can have multiple attachments.
Step 1. To add an attachment, click on the Add Attachment button.
Step 2. Fill in the necessary fields
- Drag and drop the PDF in the box or right-click and select “Insert into Container”
- Select the appropriate category (optional)
- Add a description (optional)
- Check the "Include on Spec" check box if appropriate
- Check the "Include on PO" check box if appropriate
- Check the "Include on Invoice" check box if appropriate
Step 3. Click the Save button. You will see the PDF as shown below. In this case, the PDF is a quote from the vendor and it has been marked to be added to the purchase order.
NOTE: When you click to save an attachment, DesignSmart will test to ensure that the PDF will work with the system. If it will not, you will be warned. The PDF can still be saved, but it cannot be linked to a PO or spec.
July 24, 2026
First, Previous, Next and Last buttons have been added to the attachments tab. These buttons allow you to go the first item, pervious item, next item and the last item.
