You can attach many types of document files to records, including text files, images, spreadsheets, and videos.
Note: Maximum file size is defined by your system administrator.
Open any application that has Attached Documents actions.
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 Add a Document to the Library. The system displays the Add a Document to the Library menu.
Note: If necessary, scroll down to the bottom of the page to view the Add a Document to the Library button.
Click Add New File. The system displays the Add File Document to Library dialog box.
In the Select a Folder field, enter the value
for an assigned folder or click and select a folder name
from the drop down menu. The system assigns the document to this folder
in the library.
In the Name the document field, enter a value to identify the file.
In the Specify a file field, enter the path for the file you want to attach. You can also click Browse... to select a file.
Note: The maximum field length is 256.
In
the Description field, enter a
description of the document. To enter additional information, click Long
Description .
If you want to
make changes to options for the attachment, click Maximize to expand the Advanced Options section of the dialog box
and view its two options.
The Copy document to the default location set by your administrator (recommended)? check box is selected by default. To prevent the document form being uploaded to the network, clear the check box.
The Print document with work pack? check box is selected by default. To prevent the document from being printed with a work pack, clear the check box.
Click OK. The system displays the new file attachment information in the Manage Library dialog box Documents table window.
Click one of the following buttons:
To add another document, click Add a Document to the Library.
To close the Manage Library dialog box, click OK.