Attachments

Use the Attachments section in Organization Settings to add and categorize your attachments associated with each workflow.

 

The initial setup automatically created system-defined Categories (such as Cash Receipts and/or Vendors) for all installed modules and sub-categories (such as 2014 or Correspondence) for some Categories. You cannot add or delete these system-defined Categories; however, you can add sub-categories to each Category. Enter or change titles for existing categories and sub-categories, or create new sub-categories.

 

 

Attachment Categories

The category structure for Attachments displays on the left as you're designing it. All of the system-defined Categories are shown, and you can create sub-categories under each category. You can also delete any sub-categories and its contents.

 

Select the + to add a sub-category.

Select the x to delete a sub-category.

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Category Details

Select a category in the Attachment list to display its details.

Category Title: Create a folder structure to organize your attachments. This helps to provide a system for classification and retrieval. The system creates the top level categories which cannot be added nor deleted. You can add up to four subcategory levels below each top level to better define your structure.

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Once you're finished with your edits, Save your changes.