Attached Documents Overview

Most applications have Attachments Library/Folder actions you access via the Select Action menu and an Attachments icon and Attachments hyperlink displayed on the application page. The system highlights this icon and activates this hyperlink when the record has documents attached to it. Additional actions are available by clicking Attachments . You use these actions to create and maintain attachments between application records and documents. Attachments point to one or more documents that reside in an electronic library. You can also add documents to the library without attaching them to a record.

Attached Documents functions allow you to attach many types of information to a record, including, images, spreadsheets, and Web pages. You can place documents in your document management system, on a network file server, or on a Web server.

There are two main types of attachments:

Whenever you attach a document to a application record, you can make that document available to certain other, related, application records. For example, you can attach a photograph to a Job plan and that photograph will then be available to a Work Order record when you include that Job plan.

See Also

Manage Document Folders

Create Attachments from Documents in the Library