Files can be attached throughout Aha! Roadmaps to help define workflows, manage successful releases, provide additional context, and any other way you may need to inform your work.
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Attach files throughout your account
As you work in Aha! Roadmaps it may be necessary to save external files to support your plans. You may do this by selecting Attach files in any detail or drawer view of a Aha! Roadmaps record.
Once the file is attached to the Aha! Roadmaps record, it will be available from that record's detail but also centrally visible as part of an overall attachment directory in Knowledge -> Files. Files can be viewed as thumbnails or as a list in both locations.
Delete and download multiple attachments
When a note or record includes several attached files, you can select multiple files and manage them at once. This helps you download related files or remove attachments you no longer need without repeating the same action for each file.
To select attachments:
Open the attachment area on a note or record directly below the main description field.
Select the files you want to manage. You can select attachments in either thumbnail or list view. If you switch views, your selections will remain selected.
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After you select one or more attachments, an action bar shows how many files you selected. Then choose an action:
Download to download the selected attachments.
Delete to permanently remove the selected attachments. Confirm the deletion when prompted.
Attachments that are pinned from a comment can be downloaded from the note or record. To delete one of these attachments, open the comment where it was originally added and delete it there.
Anti-virus scanning (Enterprise+)
For Enterprise+ subscribers, Aha! Roadmaps automatically scans all uploaded files for viruses. This helps protect against malicious files being uploaded and shared with other users in your account. If Aha! Roadmaps detects a virus in a file being uploaded, the upload is rejected and the user is notified.
Note: This functionality is in addition to the server-level protections Aha! Roadmaps provides for all accounts by default.
See all files in your workspace
You can easily search and filter your entire workspace for images, PDFs, documents, spreadsheets, and presentations from Knowledge -> Files.
Share files and attachments outside of Aha! Roadmaps
Individually attached files can also be shared with others via Aha! Roadmaps presentations to support an overall roadmap communication. To do this, click on a file. If the file type can be added to a presentation, you will have the option to Add to presentation from the Share menu.