Attachments

‘Attachments’ are usually available as a tab on a Detail Form to enable documents to be loaded against any part of the system. The ‘attachments’ tab contains a scan form of any attached files and allows viewing of any existing documents attached to an item or new ones to be added when in change mode. Attachments can be selected from different sources:

• Document Registry

• Local files

• Shared files

• A webpage link or URL

To view a document, simply click on the view details icon which is available in the grid, the same way as enquiring on any item in a scan form.

When adding a new attachment, a new blank detail form will be opened. The document source (file mode) can now be selected from the following options.