The Create Attachments from Documents in the Library dialog box lets you attach documents that are in the library to an application record. You can attach documents only to the current application's document collection. You cannot add or modify referential attachments. You can modify certain fields of an attachment in the library.
Open the record for which you want to attach a document from the library.
Click Attachments . The system displays the Attachments menu.
Click Add from Library. The system displays the Create Attachments from Documents in the Library dialog box. The system displays the documents contained in the library in the Create Attachments from Documents in the Library dialog box table window.
In the Select a Folder field, enter the folder
name where you want to store this document or click and
select a folder name from the drop down menu.
To preview a document, click the underlined document name in the Document column of the table window.
Select the Select Record check box for each document you want to attach. You can select more than one document. If the tab contains many documents you can use the table filter to locate a document. If you select a document in error, clear check box.
Tip: To attach documents assigned to another folder in the library to this folder, use the table window filter to search by folder; for example, to attach a map contained in the Map folder to the Pictures folder.
To attach the selected documents to the record, click OK. The system attaches the documents to the record and returns to the application tab.
From the Select Action menu, choose Attachments Library/Folders. The system displays the Attachments Library/Folders menu.
Click Manage Library. The system displays the Manage Library dialog box.
Click View Details
next to the record you want to modify. The system displays
the row details for that record.
Note: If necessary, scroll down to the bottom of the page to view all the fields in the Details section.
Modify the editable fields you want to change. Fields with a gray background are read only.
Click OK to save your changes.