Attach Document

You can save attachments — such as documents, files, pictures, or graphics — with any item in the CRM module. The Attachment form also lists all the attachments for the currently-displayed record.

To link an attachment to the record you must open a CRM item, then select a record. Once the record displays, select the Attach Document option. The Attachment form opens, displaying all current attachments for the record.

You can:

• View an attachment by selecting it from the list and either drilling down or clicking the View Attachment button.
• Save the attachment as another file. You must re-select the file to add it as an attachment within Greentree Desktop.
• Add a new attachment navigating the file to attach. You must enter a Name and Description for the attachment. If the attachment is linked to a CRM item, then the Attachments button on the item displays the current number of attachments.

Code/Object

Select:

• CRM Attachment: The code of the CRM record that the attachment belongs to displays.
• Financials Attachment: The object (financial item and specific record) that the attachment belongs to displays.

Alpha/Summary

The Alpha or Summary field of the record against which the attachment is saved displays.

Name

The name of the record against which the attachment is saved displays.

Attachment Name

Enter a name for the attachment. The Name field is enabledas search criteria and enables you to identify the attachment you require.

Attachment Source

Navigate to the location if the attachment is saved. CRM stores a compressed copy of the original in the location defined on the Module Control form.

Attachment Summary

Enter a description on what the attachment contains. The summary field is available as search criteria when performing a search for an attachment.

Attachment Type

Select the attachment type applicable to this attachment. The attachment type is used by the Workflow Desktop 3D Live panel to display the attachment.

Primary

Select this if the attachment is the primary attachment of this type for this record. The Workflow Desktop 3D Live panel only displays primary attachments.

Web Accessible

Select this if the attachment is to be available to users when using eModules.

Attachment Table

This table lists all attachments for the selected record. You can view or save a copy of the attachment.