Attaching files

You can attach any type of file to items. For example, you may want to attach a flowchart, diagram, or screen mockup. Or, you may want to attach a screen capture to show the final result after performing a test.

The following steps also apply to attaching files to emails. See Emailing from Helix ALM.

• To attach files to workflow events, see Attaching files to workflow events. To attach scripts to test cases, see Attaching scripts to test cases.
  

1. Open the file attachments tab when you are adding or editing an item.

• Issues—Click the Detail tab and then click the File attachments mini tab.
• Requirements and documents—Click the Files tab.
• Test cases and manual test runs—Click the Files tab and then click Attachments.

2. Attach the file.

• Click Attach to upload a file from your computer. The Attach File dialog box opens. Select the file to attach and click Open.
• Click Paste to paste a file from the clipboard.
• Click Screen Capture to capture and attach a screenshot. See Capturing screens.

3. Select an attachment and click Remove to remove it.

4. To copy the file name and date to the clipboard, right-click or Ctrl+click (Mac) on the file and choose Copy Name and Date.

5. Select an attachment and click a button to view or download it. See Viewing and downloading file attachments.

6. Click Add or OK to save the changes.

Note:  If Helix ALM is integrated with a source control tool, you can also attach source files to items. See Attaching source files to items.