You can attach a file to from specific windows, such as the Contract Management window. If the window you are viewing allows file attachments, an Attach File button appears in one of the fields. Once a file is attached, you can download or view it, edit the file information, or delete it.
To attach a file from a window
Click the Attach File button.
The Attach Files window appears.
In the Select File field, type the path for the file, or click Browse to locate and open the file.
(Optional) In the File Title field, type the name of the file.
(Optional) In the File Description field, type a description of the file.
In the User Access box, select the users who can access the file.
(Optional) To spell check the file name and description, click Spell Check.
Click Attach File.
The File Upload Progress window appears.
When the file transfer is complete, click Close Window.
The file information displays in the File Attachments table. To attach another file, follow steps 2-8 in this procedure.
NOTE: You can refresh the window at any time by clicking Refresh Table.
To download or view a file you attached
From the File Attachments table, click Download/View File.
If the file type is recognizable by your Web browser, it displays in a Web browser window. If the file type is not recognizable, you can download and save it by clicking Save and specifying the location for saving the file.
To edit the file information
From the File Attachments table, click the Edit File Profile button for the file you want to edit.
Edit the name or description in the File Title and File Description fields.
When you are finished, click Save & Return.
To delete an attached file
From the File Attachments table, click the Delete File button for the file you want to delete.
Click OK to confirm the deletion.