Images
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Images allows the user to attach picture files to XactPRM projects. These added images can be included in the various reports that are generated when clicking on Print as well as attached to specific line items within the estimate. The Images window can be accessed within the project screen from the Images tab.
The Images tab can be accessed from any of the Project Info, Pricing, Estimate, or Complete tabs inside the active project.
Click on the Images tab and the Image UI window will open. If no images have been added to the project, the screen will appear as shown below. Once images are added to the project then those added images will be displayed in the Images UI.
Images can be added by dragging and dropping them from a folder to the browser window or by clicking on the Add button (+) at the top left of the window. Be advised that the drag and drop feature is not allowed in Internet Explorer 9 or Safari for Windows. Click on the add button and the file browser window will open, allowing you to browse to your image files. One or more files can be added at a time by highlighting the file(s) and clicking Open. The file browser will close and the file(s) that were selected will now be shown as thumbnails of the images. Note: Image files that are not jpeg, jpg, tiff, png, or bmp will prompt an error message stating that the file needs to be one of those types.
To add an image to a line item, see the "To add a line item photo attachment" portion of Added Items.
The size of the thumbnails can be changed by using the slider bar at the bottom of the image viewing area.
To view a larger representation of the image, just click on the image and a new pop-up will open.
This window will allow you to scroll through a larger view of the images. You can hit the left or right arrows on your keyboard to move through the images or click on the arrows on the sides of the images as you hover over them. To close this image window, just click on the typical "X" at the top right of the pop-up.
The images can also be shown in a different order by simply clicking and dragging an image and letting go where you would like the image to be relocated. Multiple images can also be reordered.
Select multiple images by clicking on the check box in the upper-right corner of each image, and then drag the group of images to where you want them to be located. The images will then be reordered according to where the group was dropped.
Images can also be selected by lassoing the images. Simply click on the open area inside the image pane and drag across the images you wish to select. As you lasso the images, they will be outlined in blue and the check boxes in the upper right-hand corner of each image will be selected as well.
From the thumbnail view of the images, hover over the image you wish to edit. When you hover over the image the image name will appear at the lower left portion of the image. Click on the image name and a pop-up for that particular image will open.
From here you can change the image Name, add a Tag, add a Description or modify the Date Taken.
The Tag allows you to set a group tag for the image. Click in the tag field and the list of available groups will appear. Click on the group name and a tag will be set for that group. Tags are a way to mark a group of images to the same tag and then by searching on that tag name, those images will then be filtered in the image area.
To add a description, simply start typing in the Description field.
To change the Date Taken, highlight the current date and type in the new date, or click on the calendar icon and select the desired date from the calendar.
Once all additions/changes are made, click off of the image pop-up and it will close.
Multiple images can also be edited all at one time. To edit one or more images, click on the check for each of the images that you wish to edit, then click on the edit icon next to the delete icon above the images.
This will open a new Edit Images pop-up window similar to the single image edit pop-up.
The difference here is that whatever you change in this edit window will affect all of the selected images. After you make the changes and hit OK, there will be a confirmation pop-up that says, "Changes will be applied to all images selected, do you want to continue?" By selecting OK, you acknowledge that all selected images will now have those same changes.
Hover over the image(s) you wish to remove from the project and you will see a check-mark in the upper right corner of the image. Click on the check-mark of all of the images you wish to delete and click on the trash-can icon.
A pop-up window will appear that asks, “Are you sure you want to delete the images?” If you click the Cancel button, the pop-up message will close, and nothing will be deleted. If you click the OK button, the pop-up message will close, and the selected image(s) will be removed from the list of images.
The search feature in the Images UI allows you to find images with similar tags, or a keyword in the description or name, or a particular date. This feature can be very useful when there are several pictures in the images screen, but you only want to view the pictures that have to do with the "windows", for example. In the Search field that is located at the top right of the images window you could just type "window", and all images that had "window" in the name, description, or tag would then be the only images displayed in the viewing area.
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