Entity | Details | Attachments#

Entities can have attached reports and other file types. Attachments are listed in the Attachments section at the bottom of the Overview tab of the entity detail pane.

Go to attachments#

Click Attachment Go to attachments, which is available in two places:

  • In the Search entity listing, in the Attachment column for each row.

  • In the top bar of the entity detail pane.

    This button is only shown when the entity has attachments.

Selecting Attachment Go to attachments:

  1. Opens the entity detail pane on the Overview tab, if you are not already there.

  2. Scrolls straight to the Attachments section.

View a PDF attachment#

Select a PDF in the Attachments section to open it in the PDF viewer.

In the PDF viewer you can:

  • Scroll continuously through the whole document. The page number in the control bar updates as you scroll.

  • Move one page at a time with the previous and next arrows in the control bar.

  • Zoom in and out, and return to the default zoom level, which fits one full page in the viewer.

Close the PDF viewer to return to the Attachments section.

Download a PDF attachment#

To download a PDF attachment:

  1. Open the PDF in the Attachments section (see above).

  2. In the PDF viewer, select Download item, thick arrow pointing down to horizontal line Download attachment.

The file is saved to your local filesystem.

Export attachments via outgoing feed#

You can automatically export PDF attachments from entities through outgoing feeds.

  1. Create a Dataset containing the entities with PDF attachments.

    You can add more entities with PDF attachments to the Dataset later.

  2. Create and configure an outgoing feed:

    Transport type — Select one of:

    • AWS S3

    • HTTP

    • FTP

    • SFTP

    • Mount Point

    • Email

    Content type — Select EclecticIQ PDF.

    Transport configuration — Either check the Public box or select authorized groups that can access the feed.

    Export attached PDF only (if present) — Check this box to export only the PDFs attached to the entities in the Dataset.

    Leave it unchecked to export both the attached PDFs and PDF versions of the entities themselves.

  3. Configure all other necessary settings and save the feed.

When the feed runs, it exports the PDFs attached to the entities in the dataset (and the entities themselves as PDFs if that option is selected).