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Summary
Agencies, agency managers, reps, customers, suppliers, processes, and forms may all have file attachments. Users can upload and download files of any type.
- Example: Attach a contract document to the agency "AAA Networks".
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Security
In most cases viewing files is done by going to the thing the file is attached to. The one exception is files attached to a process. These can be seen from any form started from that process. See Process management
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Staff users
- The ability to upload and download files depends on the user's access to the thing that the files are attached to.
- If a staff user sees a file then they can edit and delete it.
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Agent users
- The ability to upload and download files depends on the user's access to the thing that the files are attached to.
- Individual files may be hidden from agent users.
- Each agency can have their permission to upload files turned off.
- If an agent user sees the file and if the file was uploaded by a person within their agency, then they can edit and delete the file.
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Adding an attachment
Start from the details page of what you want to attach the file to then click "Add" under "Files".
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History
- Mercury: Feature added
- Rockefeller: Interface improvement
- Jupiter: Multiple file attachments in one upload
- Europa: Rename "attachments" to "files"
- This page was last modified 15:44, 24 Jul 2007.
- This page has been accessed 1779 times.