Managing photos

In the Photos module, photos are displayed in the following places:

  • Photos area: Displays all project photos, including photos that are added to albums and those that are linked to items such as records.
  • Albums: Displays photos that are added to albums.

You can view a photo in the Photos module if:

  • The photo doesn't belong to any albums.
  • The photo belongs to an album that you have access to.
  • The photo isn't linked to any items.
  • The photo is linked to multiple items, and you have access to at least one linked item.

Your album permissions determine whether you can upload, move, edit, and delete photos.

  • In the project menu, click Photos.
  1. If the Search panel is closed, click Search icon (Search) on the navigation toolbar.
  2. To filter by text associated with the photos, enter the search terms in the Search field.

    3. The search terms are applied to:

    • The description and file name of the photos when they're are grouped by anything except for record type.
    • The number and description or subject of the linked records and the description of the photos when the photos are grouped by record type.
  3. To filter by linked records, click add in the Records filter, select one or more record types, and then click Apply.

    4. The list only includes record types that you have access to.

  4. To filter by location, click add in the Location filter, select one or more locations, and then click Apply.
  5. To filter by the person who uploaded the photos, click add in the Uploaded by user filter, select one or more names, and then click Apply.
  6. To filter by the company of the person who uploaded the photos, click add in the Uploaded by company filter, select one or more names, and then click Apply.
  7. To filter by date, click add in the Date captured filter, and then set the date(s).
    • To set a date range, click or enter the start date and then the end date.
    • To select one date, click or enter the date.
    • To change the calendar month or year, click the month or year in the calendar header, and then click the desired one.
      • Month and year header

      Links to change the calendar month and year

  • If you select options from multiple filters, the displayed photos match at least one option in each filter.
  • The filters only contain options that are applicable to the available photos.
  • To find an option in the Record types, Location, Uploaded by user, or Uploaded by company filter, start typing in the search field.
    • Text in the search field of the Records filter

    Search field in the Records filter

  • When you filter photos in an album, the Record types, Location, Uploaded by user, Uploaded by company, and Date captured filters only apply to the parent album and not to the child albums.
  • Filters remain applied when you navigate between the Photos area and the albums. If there are no results, you can clear the filters.
    • Options for removing a search filter
    1. To remove all the filters, click Clear all.
    2. To remove the filters in one section, click clear (Remove) by the filter name.
    3. To remove one filter, click cancel (Remove) on the filter card.
  • From the Group list, select an option.

    • If you select Week, the photos are grouped from Sunday to Saturday.

  1. To open the photo in the same tab, click the photo in the album.

    2. —Or—

    To open the photo in a new tab, hover over the photo and then click open_in_new (Open).

  2. To view the photo in the full screen, click Full screen icon (Full Screen) in the top-left corner.
  3. Zoom in or out of the photo.
    • To zoom in, hover over the photo, and then move the mouse wheel forwards.
    • To zoom out, hover over the photo, and then move the mouse wheel backwards.
    • To change the zoom level, select an option from the zoom menu, or click the Zoom in or Zoom out button.
      • Zoom options
    • To zoom in to a specific area of the photo, select Marquee Zoom from the zoom menu, and then click and drag to draw a rectangle on the photo.
      • Marquee zoom example

      Applying the marquee zoom

  4. To open the previous or next photo based on the list when the current photo was opened, click Previous item icon (Previous) or Next item icon (Next) on the navigation toolbar.

    5. Previous item icon (Previous) and Next item icon (Next) are not available when you open the photo in a new tab.

  1. Open the photo in the photo viewer.
  2. If the Information panel is closed, click info (Information) on the navigation toolbar.

    3. The Albums section displays links to the albums that you have access to.

    Album links

    Photo that is in multiple albums

  1. Open the photo in the photo viewer.
  2. On the navigation toolbar, click link (Links).
  3. Click the card to open the item in the same tab.

    4. —Or—

    Click open_in_new (Open) to open the item in a new tab.

The Information panel, which is available in the photo viewer, displays the following photo details:

  • Name: The file name, which is also displayed in the album and can be edited in the Information panel.
  • Description: The photo description, which can be edited in the Information panel.
  • Location: The selected location of the photo.
  • Captured: The date and time, based on the time zone that's selected in your user profile, when the photo was taken. If the captured date and time aren't available, the uploaded date and time are displayed.
  • GPS coordinates: The longitude and latitude where the photo was taken.
  • Uploaded: The date and time, based on the time zone that's selected in your user profile, when the photo was uploaded.
  • Uploaded by: The name of the person who uploaded the photo.
  • Album: The name of the album. You can click the link to save any changes and return to the album.
Information panel for photos

Photo details in the Information panel

You can upload photos in the Photos area or in an album.

  • The supported image types are .bmp, .heic, .heif, .jpeg, .jpg, .png, .tif, and .tiff. After you upload .heic or. .heif files, they are converted to .jpeg files.
  • The photo name can't contain any of the following characters: \ / : *? " < > |
  • From the File Library, you can only select photos that aren't linked to records, drawings, or specifications.
  1. In the Photos area or in an album, click Upload on the top-right side.
  2. Drag one or more photos to the dialog.

    3. —Or—

    Click Browse, and then select one or more photos.

    —Or—

    Click File Library, and then select one or more photos.

    • To remove a file, click clear (Remove).
    • To upload more photos, drag them to the bottom area of the dialog, or click Browse or File Library.
    • If you select duplicate photos from the File library, they are not uploaded.
    • If you select duplicate photos from your computer or drag them to the Upload dialog, the duplicates are uploaded.
  3. To edit the file name of a photo, click edit (Edit), and then edit the file name.
  4. To edit the description or location, select the checkbox for one or more photos, then edit the Location or Description field.

    5. The previous location or description is overwritten when you select the same photo again and edit the field.

    For more editing space in the Upload dialog, click Icon to maximize dialog (Maximize).

  5. Click Save.

You can add photos from the Photos area to an album or move photos from one album to another.

  1. In the Photos area, hover over the photo, and then select the checkbox.
  2. Select the checkbox for more photos.
  3. On the navigation toolbar, click add (Add).
  4. Select the album, and then click Add.
  5. To add the same photo to another album, repeat steps 1 to 4.
  1. In the album, hover over the photo, and then select the checkbox.
  2. Select the checkbox for more photos.
  3. Select the checkbox for more photos.
  4. On the navigation toolbar, click Move icon (Move).
  5. Select the new parent album, and then click Move.
  1. In the album, hover over the photo, and then select the checkbox.
  2. Select the checkbox for more photos.
  3. On the navigation toolbar, click Remove photo from album (Remove).
  4. In the confirmation dialog, click Remove.

    5. The selected photos that you have permission to edit are removed from the album but are still available in the Photos area.

If you edit a linked photo in the photo viewer, the changes are synced to the photo in the File Library. However, edits to the photo in the File Library aren't synced to the photo in the Photos module.

The photo name can't contain any of the following characters: \ / : *? " < > |

  1. Open the photo in the photo viewer.
  2. Edit the file name in the Name field.
  3. Edit the Description field.
  4. Edit the Location field.
  5. In the GPS Coordinates field, enter the latitude and longitude separated by a comma (,) or space ( ).

    6. You can use the following formats:

    • Decimal degrees (DD): 41.40338, 2.17403
    • Degrees, minutes, and seconds (DMS): 41°24'12.2"N 2°10'26.5"E
    • Degrees and decimal minutes (DMM): 41 24.2028, 2 10.4418
    • If the GPS Coordinates field contains one value, the value is saved as the latitude.
    • The GPS Coordinates field isn't checked for valid formats.
  6. To save the changes, click Done.

    7. —Or—

    Click refresh (Save and Reload).

    —Or—

    Click Previous item icon (Previous) or Next item icon (Next).

    —Or—

    Click the album link.

    Link to return to album

    Album link

  1. In the Photos area or in an album, hover over the photo, and then select the checkbox.
  2. Select the checkbox for more photos.
  3. On the navigation toolbar, click edit (Edit).
  4. In the Location field, select the location for the photos.
  5. In the Description field, enter the description for the photos.
  6. Click Save.

    7. The changes are applied to photos that you have permission to edit.

  1. Open the photo in the photo viewer.
  2. On the toolbar, click Rotate left icon (Rotate Counterclockwise) or Rotate right icon (Rotate Clockwise).
  3. To save the rotation, click refresh (Save and Reload) or Done.

You can download photos from the Photos module.

  1. In the Photos area or in an album, hover over the photo, and then select the checkbox.
  2. Select the checkbox for more photos.
  3. On the navigation toolbar, click Download icon (Download).

    4. The photos are downloaded as a zipped file in the Downloads folder of your computer.

After you delete a photo, it's no longer available in the Photos area or in any albums.

You can delete a photo if:

  • You uploaded the photo, you have the Contributor or Manager permission for its album, and you have the View permission for the Photos module.
  • You didn't upload the photo, you have the Manager permission for its album, and you have the Remove permission for the Photos module.

If the photo is linked to any items such as a record, you must remove the photo from the Links panel of each linked item first before you can delete it.

Record linked to photo

Photo removed from the Links panel of a record

  1. In the Photos area or in an album, hover over the photo, and then select the checkbox.
  2. Select the checkbox for more photos.
  3. On the navigation toolbar, click delete (Delete).
  4. If all the selected photos aren't linked to any items, and you have permission to delete them, click the delete button in the confirmation dialog.

    5. —Or—

    If all the selected photos are linked to items, or you don't have permission to delete all of them, click OK.

    If you select a combination of photos that are linked to items, photos that belong to albums, and photos that don't belong to albums, you can delete only the photos that don't belong to albums or delete all the photos that aren't linked to items.

    You select:

    • A photo that doesn't belong to an album.
    • A photo that belongs to an album that you have the Manager permission for.
    • A photo that's linked to a record.
    • A photo that belongs to an album that you have the Viewer permission for.

    The confirmation dialog displays:

    1. The photo that you can delete because you have the Manager permission for its album.
    2. The photo that you cannot delete because it's linked to a record.
    3. The photo that you cannot delete because you have the Viewer permission for its album.
    4. The option to delete the photo that doesn't belong an album.
    5. The option to delete all the photos that aren't linked to items (the photo that belongs to the album that you have the Manager permission for and the photo that doesn't belong to an album).
    Message for deleting multiple photos