Who is this article for?

Administrators who need to add an attachment.

Administrator access to the Universe module is required.

You can add file attachments to entities using either drag and drop functionality or the attachment menu.

1. Adding an attachment

To add an attachment, drag and drop your file onto the data grid, or:

1. Go to Entity Work
2. Choose Entity Attachments
3. Select Add from the general toolbar in the ribbon (you may also right click your mouse and select Add from the drop-down menu).

4. From the dialogue window, either select an attachment template that has been created in the Attachment Library or select Add from file (any file format, for example Microsoft Word, Excel, or PDF).

2. Understanding attachment properties

When adding an attachment, you can configure the following properties:

Definition

• Ref - give the attachment a reference number
• Title - give the attachment a title
• Description - describe the attachment (rich text format)
• Category - categorise the attachment, which is editable in Segmentations
• Cross References - the term Cross Reference is analogous to a hyperlink where you are able to create a link to a record within the system that is of related interest

File Info

• File Name - read only and system generated
• File Size - read only and system generated
• Modified By - read only and system generated
• Modified Time - read only and system generated

Configuration

• Populate - indicates whether or not the document should be auto-populated
• Prompt - read only and system generated, indicates whether or not the document has an auto-population prompt
• Perspective - used to determine the parent for template population