To add an attachment to an estate record

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<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>


The procedure to add an attachment to an estate record is as follows:

  1. Using the Advanced search spy-glass (), select Estate as the Search for and Search by category, and enter the Estate reference as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Details window is displayed.
  3. Click on Attachments. The Attachments tab is activated.
  4. Click on New Attachment. The Attach Files window is displayed 2.
  5. Browse to the intended file using the navigation () icon. The file name is displayed in the Browse network files field.
  6. Alternatively, where the intended file is maintained within an Electronic Document Management system, copy its unique web address into the EDM file URL field provided 3.
  7. Enter the File name into the field provided 1.
  8. Use the Description field to add contextual notes that detail the background to the attachment.
  9. Click on Save. The attributes of the file, including the type, are displayed in the Attachments summary table.
  10. Repeat steps 4 through 9 to add further attachments to the estate record.


Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all attached files.

Note

1 Additional search criteria may need to be employed (e.g. description, estate type, functional unit, company) to ensure that the correct estate record is returned.

3 File attachments of type DOC, PDF, JPG, GIF, PNG, BMP, HTML, WAV, WMV and MP4 are all supported.

3 An Integration Management service must be preconfigured for the incumbent EDM System supplier.


See related topics...

Estate management record maintenance overview

To remove an attachment from an estate record

To view a linked attachment in an estate record

Using the search facility