New Attachment

From the Attachments page, you can create attachments. To create:

1. Click the New Attachment button to bring up the New Attachment dialog
2. Enter the properties of the new attachment
      
   1. Name – Name of the attachment (required)
   2. Description – Description of the attachment (optional)
   3. Type – Select the type of attachment (required)
      1. Different options are available depending on the type of attachment:
         1. Uploaded File – Browse for a file to upload
            NOTE:  File types that can be uploaded are managed by ReadyWorks Support. Contact ReadyWorks Support to add additional file types.
         2. External URL – Enter the URL for the file (on a document repository for example). The URL must include http:// or https:// for the attachment to be created.
   4. Link Waves – Select waves from the drop down to link to the attachment (optional)
   5. Link Tasks – Select tasks from the drop down to link to the attachment (optional)
   6. Data Type Filter – Select a data type to filter the Link Records drop down (optional)
      1. Once a data type is selected the Link Records button will become available (ungrayed)
   7. Link Records – Select records from the drop down to link to the attachment (optional)
3. Click the Create button when finished to create the attachment. You will be redirected back to the Attachments page. Click the Close button to cancel the operation.

New Attachment (from Data Record, Wave, or Task)

From the Attachment tab on a data record, wave, or task, you can create (and link) attachments to the data record, wave, or task. To create:

1. Click the New Attachment button to bring up the New Attachment dialog
2. Enter the properties of the new attachment
      
   1. Name – Name of the attachment (required)
   2. Description – Description of the attachment (optional)
   3. Type – Select the type of attachment (required)
      1. Different options are available depending on the type of attachment:
         1. Uploaded File – Browse for a file to upload
            NOTE:  File types that can be uploaded are managed by ReadyWorks Support. Contact ReadyWorks Support to add additional file types.
         2. External URL – Enter the URL for the file (on a document repository for example). The URL must include http:// or https:// for the attachment to be created.
3. Click the Create button when finished to create the attachment. Click the Close button to cancel the operation.