Adding/removing/Viewing an attachment for an opening:
All attachments related to the opening can be viewed in the Attachments section of the opening.
To add an attachment:
Steps:
1. Select an opening.
2. In Actions drop-down, select “Attachment”
3. Attachments screen is displayed.
4. Under the Attachments tab, click Browse to select a file.
5. Click the Attach button.
Attached file will be displayed in the Attachments grid. These files will also be displayed in the Attachment section of the View Opening screen.
Removing an Attachment:
Steps:
1. Select an opening.
2. In Actions drop-down, select “Attachment”
3. Attachments screen is displayed.
4. Under the Attachments grid.
5. Click on delete button for corresponding Attachment.
6. Click OK in the confirmation pop up.
Selected file will be deleted from the Attachment grid.
Viewing Attachments:
Steps:
1. Select an opening.
2. In Actions drop-down, select “Attachment”
3. Attachments screen is displayed.
4. Under the Attachments tab, Click on the File Name.
5. The attached file will be opened in the Document Viewer.
Attached files can also be viewed from the Attachment sections of the View Opening Screen.