Attachments Page

Use the Attachments page to attach documents to a record. The 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.

The Attachments option supports the most commonly-used file types. 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.

Note

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

Menu Path:  Click View Attachments on any page where this item displays on the toolbar

Attaching 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 field's drop-down 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. Character/50

3. Click OK to save the record.

Viewing a file attached to a record

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

Deleting an attachment

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