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Attachments Item

Use the Attachments item on the toolbar of certain Professional Development pages to attach documents to a record. The Attachments page also enables you to access or delete the attachments that display for a record. Attachments can include word-processing documents, spreadsheets, reports, email, photographs, and other files.

While you can attach virtually any type of file, your ability to access it depends on having the appropriate software on your computer. For example, if you attached a document created with Microsoft Word, you must have either Word or a compatible word-processing program installed to open the document.

The size of file attachments is limited to 10 MB. In addition, access to the Attachments page may be restricted by security.

Menu Path

Click View Attachments on any page where this item appears on the toolbar.

Attach a File to a Record

  1. Click View Attachments on the toolbar to display the Attachments page.
  2. In the Add Attachment section, complete the following fields:

    Attachment Group

    Select a group from the dropdown list. The attachment groups vary depending on the menu option you were using when you displayed the Attachments page.

    File Name

    Use the Choose File or Browse button to locate the file on your computer.

    Title

    Enter a title identifying the attachment.

    The limit is 50 characters.

  3. Click OK to save the record.

Display a File Attached to a Record

  1. Click View Attachments on the toolbar to display the Attachments page.
  2. In the Add Attachment list, double click the Title of the attachment you want.
    The file will display, provided you have the software required for opening it.

Delete an Attachment

  1. Click View Attachments on the toolbar to display the Attachments page.
  2. Select the attachment you want in the Add Attachment list.
  3. Click Delete.
  4. In the Confirmation dialog, click Yes.
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