Attachments
Use the Attachments section in Organization Settings to upload, organize, and categorize the documents associated with each workflow.
Attachment Categories
When your system was first set up, MIP automatically created a set of system-defined Attachment Categories (i.e. Grant Administration, Cash Receipts) based on the modules you have installed. Some of these categories also include predefined sub-categories (i.e. 2015 or Correspondence).
System-defined categories cannot be removed. However:
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You can create and remove sub-categories within any category.
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You can edit the titles of existing categories and sub-categories (where allowed).
This allows you to tailor your attachment organization without altering the core system-defined structure.
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 + to add a sub-category.
Select x to delete a sub-category.
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.
Once you're finished with your edits, Save your changes.