Creating Attachment Types

Before using attachments in your Projects, you first need to create some Attachment Types. Attachment Types are the categories of items attached to a project.

To create an Attachment Type, navigate to Settings > Documents > Attachment Types.

On this screen: The Attachment Types list page under Settings > Documents > Attachment Types. A table displays existing attachment types with four columns: Name, Document Type, Create Date, and Action (containing a delete button for each type). Below the table, a footer row contains a + Add Attachment Type button.

Here you can see the types already in your account. To create a new type, click the + Add Attachment Type.

On this screen: The Add Attachment Type form inside a card titled “Attachment Type.” Two fields appear side by side: a wide Name text field (taking up three-quarters of the row) and a narrower Document Type dropdown (taking up one-quarter). The Document Type dropdown lists the available variety options for the attachment (such as “image” and “document”). A Save button and a Back link appear at the bottom of the card.

Here you can give your new type a name and a variety. The platform will use the name to reference the item, and the type provides the platform with some context about what kind of file it’s holding.

When you’re ready, click Save.

After you’ve created attachment types, there are a couple of primary ways to use attachments in Projects.

1. Insert Images into your Documents

You can insert images into your documents via Attachment Types. A few particulars:

• Please use JPG or PNG files to insert into your documents.
• The image you attach to a project in the platform will inherit the length and width (aspect ratio) of the image placeholder (detailed below) in the document. If the image you upload is a rectangle, but the placeholder is a square, the image will be squished into a square.
• If the image is low resolution, but the placeholder is large, the image may be pixelated in the generated document.

Attach images to your Project

After you’ve added the Attachment Types to your account, you can upload images to your Project to insert into Documents.

To attach an image to a document, navigate to Projects > General > Attachments.

On this screen: The Project Attachments page under a project’s General section. A card titled “Project Attachments” shows a table with three columns: Attachment (the filename), Attachment Type (the category assigned when uploading), and Action (containing a download button — a cloud icon with a down arrow — and a delete button marked with an X for each attachment). Below the table, a form row allows adding a new attachment: a Choose File button on the left, an Attachment Type dropdown in the middle (listing all types configured in Settings), and an Add Attachment button on the right.

Here, you can see the attachments already in the Project. To create a new attachment on the Project, use the Choose File button to select a file and select the Attachment Type targeted in your Document Template. When you’re ready, click Add Attachment.

On this screen: The Project Attachments table after a new image has been uploaded. The newly added attachment appears as a row in the table with its filename in the Attachment column, the selected Attachment Type in the second column, and the download and delete action buttons in the third column.

After the image uploads, you will see the new attachment in the list.

Create the targets for the image in your document.

You will need a Word Image Placeholder, a particular data element we use to target images into your document. You can copy and paste this element out of this Word document.

You can find the Word Image Placeholder here .

Inside the Word document, you will see the image placeholder surrounded by the merge tags that “target” the image into the placeholder:

On this screen: A Word document showing how an image placeholder is structured. A Word “Image” content control element (the placeholder) is surrounded by two merge tag lines. The line above the placeholder reads {#project.attachments.image} and the line below reads {/project.attachments.image}. The merge tag uses the slug of the Attachment Type — in this example the type is called “Image,” so the slug is image — nested under the project.attachments key.

The syntax of these merge tags uses the attachment type slug from your Merge Data. The slug is a lowercase, hyphen-separated version of the Attachment Type name. You wrap the Word Image Placeholder with merge tags that reference the slug under the project.attachments key — for example, if your Attachment Type is called “Image,” the slug is image.

You can learn about using Merge Fields in our Help Center.

In this case, the account has an Attachment Type called an image, so the slug is image. You can see the Attachments in the Merge Data under the attachments key:

On this screen: The Merge Data viewer for a project, showing the project.attachments section. Under the attachments key, each configured Attachment Type appears as a nested object keyed by its slug. For the “Image” type, the entry shows project.attachments.image with its document URL value. Attachment type slugs are lowercase, hyphen-separated versions of the type name.

You can learn more about viewing Merge Data in our Help Center.

If I add an Attachment Type to the Project and upload an image to that type, I can see the additional item in the Merge Data. In this case, I created a type called “A Different Image.” After uploading an attachment to that type, you can see the slug in merge data here:

On this screen: The Merge Data viewer for the same project, now showing two entries under project.attachments: project.attachments.image (the original type) and project.attachments.a-different-image (the newly created type, with its name converted to a lowercase hyphenated slug). Each entry shows the document URL for the uploaded file.

In this case, to target these Attachment Types, I would layout my document like so:

You can add the image placeholder to your document where you would like the image to be placed.

On this screen: A Word document showing two image placeholder blocks stacked vertically. The first block is wrapped with {#project.attachments.image} and {/project.attachments.image} tags around a Word Image content control. The second block is wrapped with {#project.attachments.a-different-image} and {/project.attachments.a-different-image} tags around a second Word Image content control. Each merge tag block targets the corresponding Attachment Type by its slug, placing the uploaded image into that position in the generated document.

After you’ve uploaded the image via the Project Attachments dialogue, you can generate the document:

On this screen: The generated project document opened in Word or as a PDF preview. The two image placeholders have been replaced with the actual images uploaded to the project. The first image occupies the space defined by the first Word Image content control, and the second image occupies the second. Each image inherits the aspect ratio dimensions of the placeholder it was inserted into.

2. Store Documents with your Project in ScopeStack

Project attachments are a great way to store documents related to a project, making them easily accessible right inside ScopeStack for others working on the Project.

You can find project attachments under the General section of any project.

On this screen: The General section of a project’s left navigation menu. The menu items include Overview, Attachments, Contacts, and other project sections. Clicking Attachments navigates to the Project Attachments page.

Inside, you can select any file you want to upload to be attached to the Project.

On this screen: The Project Attachments page showing the file upload form row at the bottom of the attachments table. The row contains a Choose File button on the left side. The Attachment Type dropdown in the middle lists all the Attachment Types configured in Settings. Leaving the Attachment Type blank and clicking Add Attachment stores the file with the project without targeting it into a document template.

After selecting a file using the “Choose File” dialogue and clicking Add Attachment, the file will be uploaded and stored with the Project in ScopeStack.

On this screen: The Project Attachments table after uploading a non-image document (such as a PDF or Word file). The new row shows the uploaded filename in the Attachment column and the Attachment Type (if one was selected) in the second column. The Action column contains a download button (cloud icon with down arrow) to retrieve the file and a delete button (X icon) to remove it.

To download the file, you can click the cloud icon with the down arrow inside it. You can also remove an attachment by clicking the X icon.

Attachments are a convenient way for you to store files associated with your Project, right inside ScopeStack!

Permissions

The Attachments (projects.attachments) permission under Settings > Roles controls access:

• View: See and download attachments on the project but cannot upload or delete them.
• Create: Upload new attachments to a project.
• Manage: Full access — upload, download, and delete attachments.