Overview
There are lots of places in Aspire where you can upload files, including properties, opportunities, work tickets, emails, and more. This article explains image sizes, how to set image size defaults, and how to upload and manage files.
Note
All file uploads must be 30 MB or less.
Images sizes
Before we talk about using the uploader, there are some important things to know about image sizes.
When you upload an image, you can choose to keep the image’s actual size or scale it down using Aspire’s Large, Medium, and Small presets. The table below shows the maximum dimensions for each preset.
Size | Max width x max height (in pixels) |
|---|---|
Small | 320 x 240 |
Medium | 640 x 480 |
Large | 1632 x 1224 |
Actual size | Determined by the original |
The smaller the image, the faster it loads, but the less detail is visible. Always select a larger size when small details in an image are important.
Tip
Aspire always keeps the original aspect ratio, so images are never skewed. For example, if you select an image that’s 1200 x 800 and choose the Medium preset, the image will be 640 x 427 after it’s uploaded.
Set default image size
If you’re a System Administrator, you can set a default image size to make sure that everyone on your team is selecting the preferred image size.
Go to Administration > Configuration > Application. In the General & Display section, use the Default Attachment Upload Size dropdown to select the default size.
Adding attachments
There are three options to choose from when adding an attachment:
Upload - Select an image on your device to attach.
Take Picture (camera icon) - Use your device’s camera to attach an image. You may have to allow Aspire to access your camera.
Search Existing Attachments (magnifying glass icon) - Browse a list of attachments already uploaded in Aspire and attach them. The attachments that appear in this list are always related to the screen or item you’re viewing.
Upload or Take Picture
When you select Upload and choose a file on your device or when you select the Take Picture button and take a picture, the Upload window appears. Let’s examine each part of that window.
Use the Upload and Take Picture buttons to add additional files to the attachment. You can add up to 10 files in a single upload.
Use the file name field to modify the name of the file.
Use the Notes field to help others understand the file’s purpose.
Select the Attachment Type dropdown to classify the image. To add and edit Attachment Types, go to Administration > Application > Lists.
Default types include Design Plan, Document, Irrigation Map, Photo, Property Info, and Site Plan.
If the attachment is an image, select an image size.
Use the Tags dropdown to add tags that help make the file more searchable in lists. Learn more in our article about tags.
Check the Expose To Crew box to let Crew Leaders using Aspire Mobile access the file when doing work on the associated property.
(Proposal emails only) - Check the Attach to Proposal box to include the file in the proposal email.
(Invoice emails only) - Check the Attach to Invoice box to include the file in the invoice email.
If you need to remove an attachment from the upload, select the trash can icon to the right of the item.
When you’re done making changes, select Save.
After saving, the window closes and the files are attached to the item.
Search attachments
Selecting this option opens the Manage Attachments window’s Search tab where you’ll find all the attachments related to the area of Aspire you’re currently working in.
Like many other lists in Aspire, you can search, sort, and filter items to quickly find what you’re looking for.
To attach items:
Check the box next to each file you want to attach.
Select Bulk Actions
Select Attach Selected.
You’re redirected to the Manage tab where you’ll find the selected files are now attached to the item.
Managing attachments
When viewing anything in Aspire that has a file uploader, you can view all files that have already been attached using the View All button.
The Manage Attachments screen has two views – List View and Grid View.
Grid view
This view is great for quickly previewing and managing individual files. All files attached to the item you’re currently viewing display in a thumbnail view. There are several key actions you can take in Grid view:
Use the search bar and the Attachment Type and Attachment Tag filters to quickly find a specific file you’re looking for.
Select the three-dot icon next to a file to preview, download, or delete a file.
Note
When you delete a file, it removes it from the current item. If the file is attached to other items, it remains attached to those items.
Select a file’s thumbnail to open its details in a side panel. You can edit all the details you entered when the file was uploaded, except the image size.
Important
Be sure to select Save after making any changes to the file.
Select the thumbnail in the side panel to open the full file preview in Aspire.
List view
This view is best when you want to make changes to multiple files at the same time. All files attached to the item you’re currently viewing display in a list with a small thumbnail. There are several key actions you can take in List view:
Use the search bar and the Attachment Type and Attachment Tag filters to quickly find a specific file you’re looking for.
Select the three-dot icon next to a file to preview, download, or delete a file.
Edit any of the details you entered when the file was uploaded, except the image size.
Important
Be sure to select Save after making any changes to the file.
Now you know all about uploading attachments in Aspire!