Accessing the Processes

The 'Attachment' process is accessible from most data screens, via the 'Attach File' button at the top of the screen.

Note that once you have attached one or more files or emails the button label changes to 'View Attach Files'

This button always opens the 'Stored Files Search Results' screen.

Existing files and folders will display in this screen

From this screen you will:

• Attach a single file
• Attach multiple files
• Attach a single or multiple emails
• Create Managed Folders