Manage Attachment Properties

You view and modify the properties for an attached document via the Attachment Properties dialog box.

The Attachment Properties dialog box has two sections:

Attachment Properties Section

The Attachment Properties section shows the attachment's fields and values. You can edit he Print with Work Pack? check box and Version fields.

You use the Print with Work Pack? check box to print a document every time the associated work pack is printed.

The Version field is used in conjunction with DMS documents. Use this field to store the DMS Document's version number. If the document type is DMS and this field is left blank, the system will get the latest version of the document from the DMS, otherwise it will get the version specified in the version field.

This field is not used by File or URL file types but it remains editable.

Where Used Section

The Where Used section contains a read-only table displaying all instances where the selected document is used as an attachment. It displays the application and associated record where the document is used.

Note: This is a good place to verify that a document is correct for your intended purpose by reviewing its previous usage.

To manage an attachment's properties:

  1. Open the record for which you want to manage a document's attachment properties.

  2. Click Attachments . The system displays the Attachments menu.

  3. Click View Attachments. The system displays the View Attachments dialog box.

  4. In the row containing the attachment for which you want to manage its properties, click Attachment Properties. The system displays the Attachment Properties dialog box.

  5. If you want to disable work pack printing of an attachment, clear its Print with Work Pack? check box.

  6. Enter a value in the Version field, if necessary.

  7. Enter a value in the Path filed, if necessary.

  8. Enter a value in the Description field, if necessary.

  9. Click OK to save changes and return to the View Attachment dialog box.

See Also

View Attached Documents