Attach a File
You can attach files to the client files to help with their processing.
Note: File types that present a security risk (executable files) cannot be attached, For example, .exe, .bat, .chm, .js.
To attach a file to a client file, proceed as follows:
- In the Forms view, display the client file to which you want to attach one or more files.
- In the File
menu, click Attached Files.
The Attached files dialog box is displayed. - Click
, select the file you want to attach, and click Open.
The Attached files properties dialog box is displayed
Note: You can only select one file at a time.
Attached files properties
The Attached files properties dialog box allows you to select the transmissions for which you want to transmit the supporting documents and set the properties.
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All attached files will be listed in the Attached files dialog box. The following information will be indicated for each file:
-
the icon indicating whether it is an embedded or a linked file;
- the file name (with the file extension, depending on the Windows configuration);
- the file size;
In addition, the button allows you to access the Attached files properties dialog box.
Notes:
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