The 'Multiple Files Emails' button will open a screen in which you can select the default attributes to be saved with all the file(s) / emails that you want to save:
- Description Default; defaults to the Filename, but can be changed to a Description if required. Each file attachment will then have the Filename as it's Description
- 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 opens an Explorer window into which you can drag or paste one or more files or emails (as per the red text on the screen)
NOTE: You CANNOT explore in the open folder and select a file. You MUST drag / paste the files or emails into this folder
In the example below, and email was highlighted in Outlook and dragged into the open folder.
The email then appears in the folder. A file was also pasted into the folder in the example below
Close the window.
Return to the 'Stored Files Search Results screen.
Note: this may have been minimised and you will need to find it to maximise from the open windows at the bottom of the screen
To immediately display the multiple files / emails you have just added, click the 'Refresh' button. Alternatively, these attached files will automatically appear in the filter next time you open the screen.