Attachments Overview

See Also

 

You can link scanned documents, web links and graphics to Web Suite records like employee, client, project, time, expense, vendor bill, invoice, etc. For instance, you might want to attach letters, employee performance reports, contracts, scanned receipts, site pictures, consultant invoices, bills or anything that is digital to records for quick reference. All this can be done using the Attachments screen in Web Suite, accessible from various screens.

 

The linked file is uploaded and saved on the web server. On clicking, the linked file opens in the native program (if installed on your computer). You can view all these files, regardless of the record type, on the Manage Attachments screen. With the appropriate security permissions, you can view, delete and add files to the records.

 

If you delete a master record with a linked file, a warning displays. Web Suite displays the Attachments option on the screens with a badge indicating the number of files attached to a record, if any.

 

Web Suite allows you to link any type of file:

 

  • Graphics

  • Auto CAD

  • Microsoft Excel

  • Scanned plans

  • Microsoft Word

  • Scanned research drawings

  • WordPerfect

  • Other scanned document

  • Microsoft Visio

  • Portable Document Format (PDF)

 

Web Suite does not link programs (executable files), DLLs (Dynamic Link Library) , folders or similar files.