Attachments Form

To open this tab, select Attachments on the tab bar in the middle of the Vendor Record form

Use the Attachments form to quickly attach related documentation to an existing document.

Attachments Table

The Attachments table lists the existing documentation attached to a document.

File Name: The attachment file name. Select the file name to view the attachment.

Category: The attachments category

Date: The date the attachment was attached to the document

User: The user name of the user who attached the attachment to the document

 

Search Attachments Enter a sequence of characters to filter the list displayed in the Attachments table. For example, entering .pdf will display only attachments with the extension .pdf

Add Attachments Select to proceed to the Add Document Attachments Form

Select Select the checkbox to select an attachment. Select the checkbox located in the title bar of the Attachments table to select all the attachments in the Attachments table.

Delete Select to delete an attachment. Activates after using Select to select an attachment

Items Per Page: Select how many items per page to display using the drop-down list. You can view items in the table in increments of 10, 20, 50, or 100.