Attachment detail screen

The attachment detail screen allows you to view and manage all the information associated with a file or link attached in Smart OSH. It is organised into three main sections: top options, main screen content, and tabs.

Top options

From the top bar, you can perform the following actions:

Download: downloads the selected attachment.
Save: saves the latest changes made.
Save and close: saves the changes and exits the screen.
Cancel: discards the latest changes made.
Refresh: refreshes the records to see, for example, if any date has been modified.

Main screen content

On the main screen, you have the following fields:

Document type: selectable field that allows you to classify attachments generally and/or for use in the CAE module.
Descriptive name: free text field that identifies the name of the attachment.
File: shows the link to the uploaded file. If none has been attached yet, the Browse option appears to upload it.
External link: free text field that allows you to indicate the URL leading to the document.

Available tabs

The detail screen organises the attachment information into several tabs:

Details: basic aspects of the attachment, such as creation date, whether it belongs to the welcome document, if it has been sent for signing, or if it is active.
Submissions: record of submissions made for that attachment.
Requests: record of requests made for that attachment.
CAE: information about the attachment related to the CAE: issue date, expiry date, activation date, invalidity for the CAE, etc.
Signatures and distribution: attachment signatures, scope and distribution control, and advanced signature traceability.
Reports: reports related to the attachment.
Report templates: allows linking report templates to be used in the attachment.
SmartStatus: alerts generated for this attachment.

Attachment behaviour

How an attachment is generated

An attachment can be generated in two ways:

Automatically, when generating a report. One attachment is created for each version of the report.
Manually, when uploading any file in Smart OSH.

Available actions on an attachment

From any Attachments tab, you can perform the following actions:

Attach images and/or documents to provide more information to the record.
View attachments, whether automatically generated when issuing a signed report or manually uploaded.
Create signatures and distribution scopes for any attachment in PDF format.

Source: DM-SO-22-031 «Attachment detail screen», version 2.1, 12/11/2025.