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:
Direct Attachments — documents that are attached directly to an application record. For example, in the Work Order Tracking application documents attached to the work order are direct attachments. When working with Attached Documents, you can attach, view, modify, and print documents that are part of the current record’s document collection.
Referential Attachments — documents that are attached to another application's records, which are associated with the current record. For example a work order record might also display document collections for the job plan, equipment and location associated with the work order. You can view and print documents that are referential attachments, but you cannot add or modify attachments to related document collections. Changes to Referential attachments must be made from the application where the document was originally attached. This includes the setting that determines whether a document prints as part of a work pack.
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.
Create Attachments from Documents in the Library