Managing Attachments
To view, add, and modify attachments associated with this record, click the 
[File attachments] button to open the Attachments window.
Do any of the following to add an attachment to this record:
Click [Attach] to open the Attach File window.
Use the Attach File window to browse to the file you want to attach.
Browse to the file you want to attach.
Click [Open] to attach the file.
From Windows Explorer or a My Computer window, drag a file from windows to the Attachments window and release the mouse. E-automate adds the attachment to the Attachments window.
Use Copy and Paste to attach a file from a network location.
On the Attachments tab, select the attachment you want to copy/paste.
Click [Copy].
Click [OK] to close out of the Attachments window for that invoice.
Note: You may also right-click on the desired invoice and select Attachments.
On the Attachments tab, click [Paste]. The attachment displays in the list on the Attachments tab.
To label an attachment:
Select the attachment from the list
In the Description field, enter a description of the attachment.
Click [Update].
To remove an attachment:
Select the attachment from the list
Click [Delete]. A verification dialog displays.
Note: You can also use the <Delete> key or right-click and select Delete.
Click [Yes]. The attachment you want to delete is marked with an orange X in the left column.
Click [OK] in the Attachments window. The Attachments dialog displays reporting whether or not the file(s) deleted successfully.
Click [OK].
To open an attachment.
Select the attachment from the list
Click [Open].
E-automate opens the attachment.
Note: You can also double-click on the attachment or right-click and select Open.
To view the number of revisions that have been made to attachments, click [Revisions].
Note: The number of revisions the system saves is determined in e-automate Options.
To view attachments associated with other record types that are related to this record, click the Related attachments tab to bring it forward. If any exist, the tab displays the related attachments. For example, if an attachment is associated with an Item record and you view an Equipment record that is based on that Item record, you can view the Item record's attachment from the Related attachments tab of the Equipment record.
If you want the system to delete the original file from where it is saved, check the Attach then delete source file checkbox. A verification dialog displays making sure you want to delete the source file. Click [Yes] to delete or [No] to keep the original file.
Click [OK]. The Attachments dialog displays reporting whether or not the file(s) attached successfully.
Click [OK].
Non-supported ReleaseNon-supported Release
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