The 'Attach File' button will open an Explorer window.
From here you can explore to find the specific file you wish to attach
- Click the 'Open' button at the bottom right of the screen
- You will then be presented with options as per the screen below.
- Typically you will click 'Yes' , which takes a copy of the file, leaving the original in its original location.
You are then presented with the File Description screen, which allows entry of the attributes to be stored with this file:
- Description; defaults to the Filename, but can be edited
- File Attachment Group; select one if wanted
- Related Job Code; for attachments entered from Jobs or Contracts, this defaults to the Header Job associated with the Job or Contract. From all other sources, the user can optionally enter a Related Job Code.
- Details; additional details relating to the document as required. Note these details are searchable in the Edit View Attachments screen
- The 'OK' button will save the file, and it will appear in the 'Stored Files Search results' screen