Use the Attachments feature to link text or other files to a record.

The Attachments... toolbar icon is enabled when the attachments feature is available. If the current record already has an attachment, the icon appears to hold a piece of paper.

To open the Attachments window

• Click the toolbar icon or choose Attachments... from the View menu.

To add a new attachment

1. Select a Category from the list of values. The Category defines the purpose of an attachment and controls which forms or pages can access it.

2. Select the attachment Data Type from the list of values:

   • Short Text - Enter text with a maximum length of 4000 bytes.

   • Long Text - For longer text attachments.

   • File - Launch the Upload a File window in your browser. Select the Browse button to locate the file in your file system or enter the file location in the File field.

   • Web Page - Your cursor advances to the URL field on the Source tab of the window. Enter the URL for the Web page.

3. Optionally add a title for your document.

4. Select the May Be Changed check box to allow changes to the attachment.

To attach a document from the Document Catalog

1. Choose the Document Catalog... button to open the Document Catalog window.

2. Use the Find Existing Documents region to query existing documents. Matching documents are returned in the Documents region.

   Note: To copy an attachment from another record, use the Attached To: field to select the application object you want to copy attachments from.

3. To view a document before attaching it, select it and then choose the Preview button.

4. Select the document(s) to attach.

5. Choose the Attach (n) button, where n is the number of documents selected.

To view an attached document

In the Attachments window, select the attachment you want to view. If the attachment does not automatically display in the document block, select the Open Document button to view the document in a browser.

To delete a record's attachment

When you delete an attachment, you can remove the association between the record and the attached document or remove the attached document from the file system or database.

1. In the Attachments window, select the document to delete.

2. Choose Delete from the Edit menu.

3. Select a button in the Decision window to remove either the Document and Attachment or just the Attachment.