Accessible from the Lists option on the navigation bar, the Manage Attachments screen provides a list of all files and web references attached to a particular record irrespective of where the file has been attached.
The various fields on this screen are:
View By:
You can view the attachments for Expense Log, Time Entry, Project, Client, Vendor, Employee, Vendor Bill, Purchase Order, Invoice, Payment, Service Fee Schedule, Expense Fee Schedule, Budget, Estimate, Client Contact, Messages, Project Journal, Personal Time Off, Activity, Expense screen and All. Select an option from the drop-down list in this field. If you choose Employee, attachments can be viewed for employees only.
Period:
The period field provides All, This Month, Last Month, As of Last Month and Custom options. They determine the range of the file and link attachments that are displayed in the grid. When the Custom option is chosen, you can choose your own range of period using the From-To fields.
From-To:
If the Period field shows Custom, this filter allows you to select a range of dates for which you want to view the linked files and web references.
The grid displays the following columns:
Date:
Date on which the file or web link was attached to the Web Suite record.
Item ID:
Displays Project ID, Employee ID, Client ID, Vendor Bill #, etc. in case the file has been attached to a record in any of these master screens. However, if a file has been attached with a time record or an expense record, it will display Time Entry or Expense Log, respectively.
Module Name:
Displays the name of the screen depending upon the screen where the file or web link has been attached with the record like Client, Project, Employee, Vendor, Time Entry, etc.
Description:
Displays the description of the attached file as File: File Name (with extension). It is an editable field. For web links, it displays the description entered by you for the link being copied.
Attached By:
Displays the ID of the employee or vendor who has added the files or web links.
File Name:
Displays the name of the file that has been attached to the Web Suite record. It is basically a hyperlink that takes you to the actual file or web address upon clicking. For web links, it displays 'Linked via URL'.
Save File :
Saves the changes made to the file description.
Delete File:
Deletes the attached file.
Manage Attachments Button Panel
Help:
Opens the Web Suite Help in the Manage Attachments section.
Refresh:
When Refresh button is clicked, the grid will display the changes made to the file descriptions and any other files added during the time.