Throughout Inform ERP, you can attach files to provide additional information or documentation about a Customer, Product, Invoice, Vendor, etc. When you attach a file, Inform ERP saves a copy of the file to a shared folder on the database server. Wherever you see a tab for Attachments, you can work with them as follows:
Where can I attach files?
- AP Invoice Entry
- AR Cash Receipts
- Container Management
- Customer Master
- Customer: Contacts
- Job
- Invoice
- Lot Control Inquiry
- Product
- Purchase Order
- Sales Order
- Vendor Master
- Vendor: Contacts
Attach a file
- Go to the record's properties, for example, File > Customer > Master, and then click the Attachments tab.
- There are two methods for attaching files.
- Using the Add Attachment pop-up
- Click Add Document.
- Navigate to the file that you want to attach, and then click Open.
- Using drag and drop
- From Windows Explorer, navigate to the file you want to attach.
- Click and drag the file from the Explorer window and drop it onto the Attachments window.
- Using the Add Attachment pop-up
- Click Save.
Restrict access to customer attachment
You may restrict users' access to customer attachments to safeguard confidential information. Use the setting View Customer Attachments. To learn how, see Define and assign access levels to users.
Open an attachment
- On any Attachments page, click the blue underlined link under File Name.
Remove an attachment
- On any Attachments page, click X
at the end of the row with the file you want to remove.
- On the confirmation message that appears, click OK.
Export a list of attachments
- On any Attachments page, right-click anywhere on the page, point to Export to, and then click either Excel or PDF.
- On the Save As pop-up that appears, choose the folder and the file name where you want to save the exported list, and then click Save.
Note: If you delete the document from your computer, the copied document remains attached to the invoice.