SYSTEM STANDARDS > Standard Buttons > Attachment Button, via Standard Buttons

Attachment Button, via Standard Buttons

The Attachment button is a standard button found throughout the system and is used to attach images, documents, web links, and Trax Doc references to a record.

The following information/options are available in this window:
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Save button

Select this button once the new record has been added.

New button

Select this button to attach an image or document.

Delete button

Delete the selected line item entry.

New Link button

Select this button to attach a web link URL.

Trax Doc button

Select this button to attach a Trax Doc reference.

Drag and Drop icon

Users have the option to drag and drop the desired file over the window.

Blob No.

The number associated to the document in the Blob table.

Select button

Select this button to open the attachment.

Export button

Select this button to download the attachment.

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Add an Image

From the Attachment Control, select the Add button or Drag and Drop the file onto the window.

Note: Images can only be in the following formats: .JPG, .TIFF, .BMP or .PNG.

Note: When a .TIFF image is attached, the file is automatically converted to PDF by the system to ensure it is visible in the preview pop-up window.

From the explorer window, choose an image to attached to the record and select the Open button.

Once the image file is uploaded select the Save button.

The image is now attached to the record. The user can hover over the image to preview the image.

Add a Document

From the Attachment Control, select the Add button or Drag and Drop the file onto the window.

Note: Documents can only be in the following formats: PDF, DOC, DOCX, XLS, XLXS.

From the explorer window, choose a document to attached to the record and select the Open button.

Once the document file is uploaded select the Save button.

The image is now attached to the record. The user can hover over the PDF button for a quick view of the document that has been uploaded.

Add a Web Link URL

From the Attachment Control window, select the New Link button.

Enter the Web Link Name and Web Link URL and then select the Save button.

The web link URL is now attached to the record. When the user selects the web link URL, the web page will open in their web browser.

Attaching, Viewing, and Downloading Videos

Users can attach, view, and download videos via the attachment button.

Select the attachment button via the Sub Functions dropdown in the desired window.

The Attachment Control window displays. To upload a video, select the Upload button or drag the file to the Cloud icon.

Once uploaded, the video appears in the Attachment Control window.

From the Attachment Control window, select the Watch Video button.

The video displays in a pop up window. Select the Play button to view the video within the Attachment window.

Select the three dots in the lower right-hand corner to access the video options.

Select 'Download' from the video options.

The video has now been downloaded to the user's system.