Upload, attach, and link documents in Tandem

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In Autodesk Tandem, you can upload and attach a variety of file types to a facility.

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An attached file can then be assigned to a specific asset with an associated link parameter.

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From the Facilities page, with the desired facility open, click Docs.

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On the Documents panel, click Add Documents.

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In the Add Link dialog, users can either direct-upload to Tandem under the File Upload tab,

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or they can upload from Autodesk Docs.

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For direct file-upload, you can simply drag and drop the document.

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If you are uploading from Autodesk Docs, navigate to the desired folder in Docs,

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and then select one or multiple documents to upload.

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Once the files are selected click Add.

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The files are added to the library of documents for the facility,

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where they appear on the Documents panel.

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Click the down arrow next to the file to preview that document.

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Documents can be linked to an asset via the Properties panel.

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In order for this to be possible, the classification of the element must have a link parameter associated.

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Once a document is added to the facility, it can be assigned to a specific asset,

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provided the asset has a link parameter associated with it.

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Open the Properties panel for the asset you want to assign the document to, and then click Add document.

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In the Add Link dialog, select the desired document.

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Click Add.

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The assigned PDF now appears as a link in the Properties panel.

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Click the link to open the document in a separate browser tab.

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If the document is versioned in Docs, then it can be updated in Tandem as well.

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However, if the file is deleted in Docs, the latest version of that document will persist inside of Tandem.

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To delete an attached document, in the Documents panel,

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click the three dots next to the file name, and then select Delete.