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File Attachment Groups are user defined to allow the grouping of related attached files. Think of this in manual filing terms - For example: what folders do you want to store files in for later retrieval. For example, against ? Against certain Jobs you may want to have Attachment Groups of or Specifications and General Correspondence.

  • Select / enter a Group Name

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  • and then choose the File Types which you want to use for this Group.
  • One Group may be used on multiple File Types.
  • The Groups are then selectable when attaching files / emails

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