Apply Labels to Attachments

Sometimes there are documents that are required in order to complete a work activity. For example, you may be building or adding on to a house and need to attach building plans. You can attach documents and select a label to identify what type of attachment it is from the Attachments panel on the case summary page or the Attachments page. See Attachments Panel for more information on accessing the Attachments panel from those pages.

PREREQUISITES: The Administrator must define document labels on the case template. See Configure Attachment Labels in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

1. Open the work activity and navigate to the Attachments panel.
2. Add an attachment if needed. See Add Attachments for more information.

A Label drop-down list appears next to the file name.

3. Select the label option for the attachment.
4. Click See Required to view a list of documents that may or may not be required for the work activity.