Adding and Tagging Photos

Upload photos to a project or an order, tag them, and understand what the location tick and the date on each photo really record

You add photos on the Photos tab of a project or an order, and label them with tags so they can be found later. A photo attaches to the record whose tab you uploaded it from, so upload from the order when the photos belong to that order — a project's gallery picks up its orders' photos as well, but not the other way round.

Adding photos needs access to documents. Without it, Upload photos is not on the Photos tab at all.

Add several photos at once

  1. Open the Photos tab and click Upload photos.
  2. Pick your files under Click here to upload an image — as many as you like in one go — or drag them onto Drop photos here.
  3. Type a Note if you want one, up to 2,000 characters.
  4. Tick Include location to record where you are. Read the next section before you do.
  5. Tick any Tags you want on these photos.
  6. Click Apply.

The button spins until the whole batch is done, with no per-file progress. Once every file has uploaded the dialog closes and the new photos appear in the gallery.

There is one Note, one location choice and one set of Tags for the whole batch. You cannot give individual files their own, so upload photos that need different notes as separate batches.

Dragging files onto Drop photos here replaces whatever you had already chosen rather than adding to it, and anything that is not an image is dropped without a message.

Closing the dialog throws away your files, note, location tick and tag choices. Nothing is kept as a draft.

What "Include location" records

Include location records where you are at the moment you click Apply, not where the photo was taken. Your browser asks for permission then and reports your device's current position.

Upload last week's site photos from the office and the location stored on every one of them is the office.

What the date on a photo means

The date shown against a photo is never when the camera took the picture. On a photo you upload, and on a Workpack or Field response photo, it is when that record was created in Assignar Pay.

A photo that came across from Assignar Operations carries the time Assignar recorded instead — when the form result was submitted, or when the image was added to the site diary.

The gallery is ordered by that date, and the From and To filters read it too. Put the real date in the Note when the record depends on it.

Four places you can tag a photo

While you upload

The Upload photos dialog has a Tags block of checkboxes. Tick the ones you want and every file in that batch gets them.

You can only tick tags that already exist — there is no way to create one from this dialog. On an account with no photo tags yet the Tags block does not appear at all, and someone allowed to manage tags has to create the first one.

Several photos at once

  1. On the Photos tab, click Select.
  2. Tick the photos you want. Select all loaded ticks the photos the gallery has already loaded, replacing whatever you had ticked.
  3. Click Add tags.
  4. In the Edit tags dialog, tick a tag to add it and untick a tag to take it off. A tag that only some of the selected photos carry shows a dash instead of a tick.
  5. To use a tag that does not exist yet, type its name and click Create tag. It joins the list already ticked.
  6. Click Apply tags.

The button says Add tags, but the dialog it opens removes as well as adds: unticking a tag takes it off every photo in the selection. Nothing is written until you click Apply tags.

One photo at a time

Open a photo from the grid and use Edit tags in the panel beside it. Ticking or unticking a tag saves straight away — there is no button to confirm. Typing a name and clicking Create tag here creates the tag and puts it on the open photo in one step.

From the tag itself

Go to Settings → Tags and open an Evidence tag. The lower half of that dialog lets you search photos by file name and add or remove them from the tag one at a time.

Create the tags people can pick

  1. Go to Settings → Tags and click Add Tag.
  2. Enter a Label.
  3. Set Entity Type to Evidence. That is the option photo tags use — nothing else on the list reaches the Photos tab.
  4. Click Save.

Entity Type is greyed out when you reopen a saved tag, so a tag cannot be moved to a different one. If you picked the wrong one, make a new tag with Evidence and use Delete on the wrong one from its row menu.

One tag list serves the whole account. Every project and every order offers the same Evidence tags, so there is no way to give two projects different tag lists.

Who can change tags

Ticking tags in the Upload photos dialog needs no tag permission of its own. If you can upload photos, you can tag them on the way in.

Changing tags on a photo already in the gallery is a different permission. Add tags and Edit tags only appear for people allowed to manage tags. So someone can put a tag on a photo while uploading it and then have no way to take it off a minute later — they need someone with tag permission to make the change.

What you see when you open a photo

Click a photo in the grid to open Photo Details. Beside the full-size image you get:

  • File name and Size.
  • The date, as both an age and a full timestamp.
  • The Note you typed at upload. The grid card shows the file name instead, so this is the only place your note appears.
  • Location — an address, a small map, the coordinates, and a View on Google Maps link. A photo with no location shows nothing here at all, not even a heading.
  • Tags already on the photo, and Edit tags if you can change them.
  • Caption, on accounts using AI photo captions.
  • Open source record, which opens the record the photo came from.

Previous and Next step through the gallery without closing the dialog. When the image itself cannot be loaded you get Preview unavailable in its place.

Downloading a photo

Download saves the photo as it is shown on screen. It needs access to documents, and it only sits on photos Assignar Pay stores itself — an upload, a Workpack attachment, a Field response.

A photo that came across from Assignar Operations is stored in Assignar, so it offers no download at all. Use Open source record and take the file from the record it came from.

A photo that also keeps the untouched file straight off the camera is marked Original camera file available and offers a second button, Download original, which saves that file instead. Photos uploaded from your browser never have one.

When an upload or a tag change fails

Choose a JPEG, PNG, GIF, or WebP image. The file is not one of those four formats. The usual cause is an iPhone photo saved as HEIC — the file picker will not offer it, but dragging one onto Drop photos here gets it as far as this message. Export or convert the photo to JPEG and upload it again.

When an upload stops part-way, the dialog stays open and shows what went wrong, keeping the file that failed and everything after it in the list. The files before it are already in the gallery. Remove or replace the file that failed and click Apply again.

Add tags is greyed out while you have more than 200 photos selected, and the hint You can tag up to 200 photos at a time appears beside it once you reach 200. Selection allows more photos than tagging does, so a selection made for an export can be too large to tag — untick photos until the button comes back.

Could not create that tag. Try a different name. The tag was not created. The usual reason is that a photo tag with that name already exists, and capitals do not make a name different. Tick the existing tag instead, or choose a different name.

Something went wrong — a tag change did not save, and the badges on screen roll back to what they were, so nothing is left half-applied. Try it again.