Adding attachments
Prerequisite
- Access to the object data screen.
Introduction
Attachments cover any piece of information saved in an electronic or physical file, web page, or file from the internal network of the organization, which can complement the data of an object created in the system.
It is important to note that the data screen varies according to the object to which the attachment is being added, but the addition process remains the same.
This article will teach you to add an attachment to the object data screen. As an example, we will add an attachment to the data screen of the "Purchase request" process.
Adding attachments
Attachment types
Upload
Indicates that the attachment is an electronic file.
File: This field will display the electronic file of the attachment. Drag or select the desired file for the dotted area next to the fields in this section.
Comments: Enter a comment or brief summary about the attachment.
Name: Enter a name for the attachment.
HTTP address
Indicates that the attachment is a web page.
URL: Enter, in this field, the URL used to access the attachment.
Comments: Enter a comment or brief summary about the attachment.
Name: Enter a name for the attachment.
Network address
Indicates that the attachment is a file located in the internal network of the organization.
File path: Enter, in this field, the path with the file.
Comments: Enter a comment or brief summary about the attachment.
Name: Enter a name for the attachment.
Physical file
Indicates that the attachment is an object or file on paper.
Comments: Enter a comment or brief summary about the attachment.
Name: Enter a name for the attachment.
Capture image
Indicates that the system will use the webcam to capture an image and save it as an attachment.
Flip camera: Allows flipping the captured image.
Save: Captures the image displayed by the camera.
Send: Saves the captured image as an attachment.
Learn how to allow access to the device camera to upload attachments by clicking here.
Certain extensions can be blocked for uploading according to the parameters of SoftExpert Configuration.
Conclusion
Thus, the attachment will be successfully added to the object data screen.