# \#attachments

**URL:** https://www.epiusers.help/tag/attachments/274.md

[Latest](https://www.epiusers.help/latest.md) · [Categories](https://www.epiusers.help/categories.md) · [Tags](https://www.epiusers.help/tags.md)

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## [Custom Attachment Service](https://www.epiusers.help/t/custom-attachment-service/130757)

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**Author:** [@andrew.johnson](https://www.epiusers.help/u/andrew.johnson)\
**Replies:** 16\
**Last updated:** [July 21, 2026, 1:52pm UTC](https://www.epiusers.help/t/custom-attachment-service/130757 "2026-07-21T13:52:53Z")

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Does anyone know if it is possible to create a custom attachment service? By that I mean, something other than the following options: Link Server Storage Sharepoint ECM (DocStar) For example, we use SolidWorks PDM for…

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## [ECM Attachments](https://www.epiusers.help/t/ecm-attachments/136130)

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**Author:** [@mgordon](https://www.epiusers.help/u/mgordon)\
**Replies:** 28\
**Last updated:** [July 17, 2026, 6:19pm UTC](https://www.epiusers.help/t/ecm-attachments/136130 "2026-07-17T18:19:07Z")

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Does anyone else use ECM Attachments for all of their attaching needs? We switched about a year ago and I thought we would be ok after the Linux migration (famous last words), but since the upgrade, nobody has been able …

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## [Sharepoint Integration ?Best? Practices](https://www.epiusers.help/t/sharepoint-integration-best-practices/136246)

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**Author:** [@danvoss](https://www.epiusers.help/u/danvoss)\
**Replies:** 1\
**Last updated:** [July 16, 2026, 9:27pm UTC](https://www.epiusers.help/t/sharepoint-integration-best-practices/136246 "2026-07-16T21:27:12Z")

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We’re looking at implementing the Kinetic/Sharepoint integration in a compressed timeframe and I’d like to avoid making any bad decisions that will come back to haunt me. Our current attachment are “link” type. One bus…

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## [Invalid Extension for Attachments](https://www.epiusers.help/t/invalid-extension-for-attachments/136199)

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**Author:** [@tse.dba](https://www.epiusers.help/u/tse.dba)\
**Replies:** 2\
**Last updated:** [July 15, 2026, 3:26pm UTC](https://www.epiusers.help/t/invalid-extension-for-attachments/136199 "2026-07-15T15:26:05Z")

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Anyone run into an issue attaching documents? Ours are setup with a SharePoint integration. A basic test of trying to attach a PDF, error that the extension is invalid. I have an open ticket on it. Just wondering if an…

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## [Add Attachment functionality](https://www.epiusers.help/t/add-attachment-functionality/112069)

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**Author:** [@Daniel\_White](https://www.epiusers.help/u/Daniel_White)\
**Replies:** 1\
**Last updated:** [July 10, 2026, 5:06pm UTC](https://www.epiusers.help/t/add-attachment-functionality/112069 "2026-07-10T17:06:34Z")

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I am using a UD table in Kinetic and have created a UI Maintenance screen to add data that UD table. I want to add some documentation to the main screen but the add attachment is not available, is this something that can…

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## [Adding Columns to Attachment Grid Via JS](https://www.epiusers.help/t/adding-columns-to-attachment-grid-via-js/135652)

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**Author:** [@byalb](https://www.epiusers.help/u/byalb)\
**Replies:** 6\
**Last updated:** [June 22, 2026, 7:30pm UTC](https://www.epiusers.help/t/adding-columns-to-attachment-grid-via-js/135652 "2026-06-22T19:30:28Z")

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Hi. I wanted to share a solution/proof of concept found for adding columns to the attachment slider grid as both the slider and grid are inaccessible via Application Studio controls. Users were requesting to see the atta…

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## [ECM Attachments Corrupted](https://www.epiusers.help/t/ecm-attachments-corrupted/135519)

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**Author:** [@rhardiman](https://www.epiusers.help/u/rhardiman)\
**Replies:** 10\
**Last updated:** [June 16, 2026, 2:28pm UTC](https://www.epiusers.help/t/ecm-attachments-corrupted/135519 "2026-06-16T14:28:52Z")

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Trying to work through setting up an attachment to our PO from ECM. We are cloud for both Epicor and ECM. I have gotten it almost working. I get the attachments, but they are corrupted and can’t be opened. They open fin…

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## [Sharepoint Folder Structure - Add CustID layer](https://www.epiusers.help/t/sharepoint-folder-structure-add-custid-layer/134179)

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**Author:** [@askulte](https://www.epiusers.help/u/askulte)\
**Replies:** 11\
**Last updated:** [May 6, 2026, 8:34pm UTC](https://www.epiusers.help/t/sharepoint-folder-structure-add-custid-layer/134179 "2026-05-06T20:34:26Z")

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We’d like to migrate our Epicor attachments to sharepoint, and keep an organized folder structure. Unfortunately, Epicor creates attachments in Sharepoint pointed to a source table folder (Customer, OrderHed, RMA, etc…). …

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## [OrderHed Image Attachment](https://www.epiusers.help/t/orderhed-image-attachment/134264)

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**Author:** [@rachelv](https://www.epiusers.help/u/rachelv)\
**Replies:** 35\
**Last updated:** [May 1, 2026, 8:45pm UTC](https://www.epiusers.help/t/orderhed-image-attachment/134264 "2026-05-01T20:45:20Z")

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I’m having issues with my kinetic function that has a goal of attaching an image, taken from an API pull, to an Order. Below are the steps in my function that upload and link the images: // =============================…

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## [Kinetic Function to delete attachments from a job](https://www.epiusers.help/t/kinetic-function-to-delete-attachments-from-a-job/133900)

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**Author:** [@danvoss](https://www.epiusers.help/u/danvoss)\
**Replies:** 2\
**Last updated:** [April 14, 2026, 1:42pm UTC](https://www.epiusers.help/t/kinetic-function-to-delete-attachments-from-a-job/133900 "2026-04-14T13:42:58Z")

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I am working in the classic UI. I am working on functions to be triggered when a user clicks the Documents button on the MES \> Work Queue \> Job Details panel. When called, the function will delete any current attachmen…

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## [Can't open .lnk attachment with Edge Agent](https://www.epiusers.help/t/cant-open-lnk-attachment-with-edge-agent/132760)

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**Author:** [@askulte](https://www.epiusers.help/u/askulte)\
**Replies:** 16\
**Last updated:** [February 17, 2026, 3:59pm UTC](https://www.epiusers.help/t/cant-open-lnk-attachment-with-edge-agent/132760 "2026-02-17T15:59:18Z")

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We cried uncle and are temporarily abandoning the effort to move our attachments to sharepoint or file server doc types (until after our upgrade to 2025.2). I installed the Edge Agent, and tested opening a classic form s…

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## [DMT to switch attachments from links to server side](https://www.epiusers.help/t/dmt-to-switch-attachments-from-links-to-server-side/132584)

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**Author:** [@askulte](https://www.epiusers.help/u/askulte)\
**Replies:** 5\
**Last updated:** [February 9, 2026, 7:11pm UTC](https://www.epiusers.help/t/dmt-to-switch-attachments-from-links-to-server-side/132584 "2026-02-09T19:11:11Z")

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TLDR; Why did my DMT to switch from attachment links to file system documents not work? I can open it in File Explorer, and if I attach the file from scratch, Epicor adds it to the base URL file path (which is not the fi…

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## [Attachments in Project Entry](https://www.epiusers.help/t/attachments-in-project-entry/132321)

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**Author:** [@dmaini](https://www.epiusers.help/u/dmaini)\
**Replies:** 0\
**Last updated:** [January 28, 2026, 2:23pm UTC](https://www.epiusers.help/t/attachments-in-project-entry/132321 "2026-01-28T14:23:22Z")

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Hi, I have come across a somewhat strange scenario and I was wondering if someone else has come across something like this before. This happens when I open Project Entry by doing an Open With from the Job Entry screen. …

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## [Kinetic Attachment Tree Solutions](https://www.epiusers.help/t/kinetic-attachment-tree-solutions/130801)

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**Author:** [@jcardoni](https://www.epiusers.help/u/jcardoni)\
**Replies:** 0\
**Last updated:** [November 17, 2025, 6:45pm UTC](https://www.epiusers.help/t/kinetic-attachment-tree-solutions/130801 "2025-11-17T18:45:58Z")

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Trying to come up with a solution for document attachments that would be similar to how the tree view in classic used to show specific DocType “buckets” you set up in document type maintenance etc. This would have the Do…

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## [Attachment Drag & Drop from Outlook hit or miss if it works](https://www.epiusers.help/t/attachment-drag-drop-from-outlook-hit-or-miss-if-it-works/114753)

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**Author:** [@kve](https://www.epiusers.help/u/kve)\
**Replies:** 7\
**Last updated:** [July 15, 2025, 8:54pm UTC](https://www.epiusers.help/t/attachment-drag-drop-from-outlook-hit-or-miss-if-it-works/114753 "2025-07-15T20:54:28Z")

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On 10.2.200 I have a couple of users who are having some issues drag & dropping attachments from Outlook. It works with some emails / attachments, but not others. I drag it over, and it just does nothing. No spinning cur…

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## [POD attachments not able to view or download](https://www.epiusers.help/t/pod-attachments-not-able-to-view-or-download/123107)

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**Author:** [@gillian](https://www.epiusers.help/u/gillian)\
**Replies:** 6\
**Last updated:** [March 4, 2025, 12:01am UTC](https://www.epiusers.help/t/pod-attachments-not-able-to-view-or-download/123107 "2025-03-04T00:01:53Z")

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Hi - not getting very far with support and would just love a yes or no answer if it is actually working … We are on the latest version 2024.2.7 in the cloud and use EKW - stores personnel save POD signatures and for qua…

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## [Add Attachment to Order with Expired Card](https://www.epiusers.help/t/add-attachment-to-order-with-expired-card/111366)

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**Author:** [@tgeels](https://www.epiusers.help/u/tgeels)\
**Replies:** 3\
**Last updated:** [February 12, 2025, 1:14pm UTC](https://www.epiusers.help/t/add-attachment-to-order-with-expired-card/111366 "2025-02-12T13:14:26Z")

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We have a user that would like to add an attachment to a Credit Card order that is closed. However, the card is now expired and won’t let us add the attachment. Anyone know any workarounds to get this attached without h…

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## [Attachment Type Maintenance](https://www.epiusers.help/t/attachment-type-maintenance/122878)

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**Author:** [@HeadScratcher](https://www.epiusers.help/u/HeadScratcher)\
**Replies:** 3\
**Last updated:** [February 3, 2025, 4:40pm UTC](https://www.epiusers.help/t/attachment-type-maintenance/122878 "2025-02-03T16:40:59Z")

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Hi A request came in to setup AR E Invoices. Going through the steps, I need to define Base URI using System Management — Document Management ------Attachment Type Maintenance However i cannot find it anywhere. Its …

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## ["ADD" attachment on browser prompts to install Edge Agent](https://www.epiusers.help/t/add-attachment-on-browser-prompts-to-install-edge-agent/122677)

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**Author:** [@jakepielage](https://www.epiusers.help/u/jakepielage)\
**Replies:** 2\
**Last updated:** [January 24, 2025, 8:23pm UTC](https://www.epiusers.help/t/add-attachment-on-browser-prompts-to-install-edge-agent/122677 "2025-01-24T20:23:47Z")

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Hello, When I go to upload a file on a computer/mobile device without Edge I am getting prompted to install Edge Agent once I click “Add” file. Am I forced to have edge agent just to upload a file while I’m still on a w…

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## [Kinetic Attachments](https://www.epiusers.help/t/kinetic-attachments/119501)

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**Author:** [@mgordon](https://www.epiusers.help/u/mgordon)\
**Replies:** 11\
**Last updated:** [October 7, 2024, 2:49pm UTC](https://www.epiusers.help/t/kinetic-attachments/119501 "2024-10-07T14:49:10Z")

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Ever since the last update in late August, we have had trouble attaching PDFs to projects in our Kinetic screens (works completely fine in Classic). What typically happens is we will drag and drop onto the screen and the…

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## [SharePoint Online Authentication for Attachment Type setup](https://www.epiusers.help/t/sharepoint-online-authentication-for-attachment-type-setup/118683)

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**Author:** [@d\_inman](https://www.epiusers.help/u/d_inman)\
**Replies:** 5\
**Last updated:** [September 30, 2024, 4:57pm UTC](https://www.epiusers.help/t/sharepoint-online-authentication-for-attachment-type-setup/118683 "2024-09-30T16:57:39Z")

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We are actively moving from a third-party hosted to a on-prem setup (and upgrading from 10.2.700 to 2024.1) that the structure of \[single database server feeding two separate app servers that users will access through a …

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## [Viewing Attached File in Kinetic](https://www.epiusers.help/t/viewing-attached-file-in-kinetic/88601)

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**Author:** [@LarsonSolutions](https://www.epiusers.help/u/LarsonSolutions)\
**Replies:** 10\
**Last updated:** [February 6, 2024, 2:14pm UTC](https://www.epiusers.help/t/viewing-attached-file-in-kinetic/88601 "2024-02-06T14:14:38Z")

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Does anyone know how to view a file in Kinetic? I have done this on a dashboard and even imbedded it on a job and MES. with some help from @Banderson I have tried the WEB Widget and Picture - but couldn’t get it to wo…

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## [Roll up Sub-Assembly Attachments into the top level Attachments?](https://www.epiusers.help/t/roll-up-sub-assembly-attachments-into-the-top-level-attachments/107902)

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**Author:** [@Sommer3M](https://www.epiusers.help/u/Sommer3M)\
**Replies:** 0\
**Last updated:** [October 11, 2023, 6:26pm UTC](https://www.epiusers.help/t/roll-up-sub-assembly-attachments-into-the-top-level-attachments/107902 "2023-10-11T18:26:22Z")

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Here, we’re generally using 10-20 sub assemblies in a top level BOM. Some of those subs have subs. What I’m finding is attaching documents or guides to lower level sub-assemblies are hard for the production team to dig a…

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## [Attach file to PO based on Part Class?](https://www.epiusers.help/t/attach-file-to-po-based-on-part-class/107258)

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**Author:** [@TerryR](https://www.epiusers.help/u/TerryR)\
**Replies:** 4\
**Last updated:** [September 29, 2023, 1:26pm UTC](https://www.epiusers.help/t/attach-file-to-po-based-on-part-class/107258 "2023-09-29T13:26:08Z")

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What is a good way to automatically add an attachment to a PO based on line part class? Eg if a PO is created with Part # ABC-123 on Line 1, with part class SPECIAL, I want it to attach “SPECIAL INSTRUCTIONS.pdf” to the…

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## [Drag and drop Out of Epicor tree?](https://www.epiusers.help/t/drag-and-drop-out-of-epicor-tree/106197)

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**Author:** [@TerryR](https://www.epiusers.help/u/TerryR)\
**Replies:** 11\
**Last updated:** [September 6, 2023, 1:51pm UTC](https://www.epiusers.help/t/drag-and-drop-out-of-epicor-tree/106197 "2023-09-06T13:51:22Z")

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So we can drag files INTO the epicor tree and quickly create attachments. We also want to be able to drag files OUT of epicor, eg onto our desktop or into an email, but that doesn’t work. We’re using the classic interf…

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## [Printing Attachments?](https://www.epiusers.help/t/printing-attachments/100859)

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**Author:** [@jhecker](https://www.epiusers.help/u/jhecker)\
**Replies:** 4\
**Last updated:** [March 21, 2023, 7:31pm UTC](https://www.epiusers.help/t/printing-attachments/100859 "2023-03-21T19:31:49Z")

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Is there really no way to have Epicor print attachments (PDF/JPG/PNG/etc.) when printing Sales Order Acks or Job Travelers, etc.? Or am I missing something that is staring me right in the face?

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## [Unwanted Renaming of Epicor Attachments?](https://www.epiusers.help/t/unwanted-renaming-of-epicor-attachments/100703)

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**Author:** [@aaronssh](https://www.epiusers.help/u/aaronssh)\
**Replies:** 13\
**Last updated:** [March 17, 2023, 6:05pm UTC](https://www.epiusers.help/t/unwanted-renaming-of-epicor-attachments/100703 "2023-03-17T18:05:03Z")

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We attach .PDFs of part drawings to Sales Orders. Then when the order is processed by engineering, they have to open the Sales Order, open the PDF, save the PDF, then re-attach it to the matching Part Rev so that is ther…

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## [Add Attachment in Single Code Line](https://www.epiusers.help/t/add-attachment-in-single-code-line/100370)

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**Author:** [@alintz](https://www.epiusers.help/u/alintz)\
**Replies:** 1\
**Last updated:** [March 13, 2023, 9:26am UTC](https://www.epiusers.help/t/add-attachment-in-single-code-line/100370 "2023-03-13T09:26:26Z")

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I have a deployed dashboard assembly that I would like to customize to add a button that allows a file to be attached to the Part record. Tracing the New Attachment process scared me off, until I came across Jose’s one l…

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## [Kinetic browser / functionality does not support adding multiple attachments at one time](https://www.epiusers.help/t/kinetic-browser-functionality-does-not-support-adding-multiple-attachments-at-one-time/98886)

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**Author:** [@TimRedhed](https://www.epiusers.help/u/TimRedhed)\
**Replies:** 8\
**Last updated:** [January 30, 2023, 3:55am UTC](https://www.epiusers.help/t/kinetic-browser-functionality-does-not-support-adding-multiple-attachments-at-one-time/98886 "2023-01-30T03:55:22Z")

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Does anyone know if there is a road map to support adding multiple attachments at one time, in the various entry programs like SO Entry, Job Entry? It was so easy in E10. With the Kinetic browser, not only can we not dra…

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## [Do MES Attachments work for you?](https://www.epiusers.help/t/do-mes-attachments-work-for-you/93988)

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**Author:** [@Engineer88](https://www.epiusers.help/u/Engineer88)\
**Replies:** 2\
**Last updated:** [September 1, 2022, 9:08pm UTC](https://www.epiusers.help/t/do-mes-attachments-work-for-you/93988 "2022-09-01T21:08:54Z")

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So in MES (kinetic), there is a documents maintenance panel once you select a job. You can then select the file you want, and there is a download button. The button spins and does nothing. No file is downloaded. The atta…

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