Attaching Files Transmittals

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Transmittal Mail

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Folder     Item       Item      Item         Item          Item  + Attach

 

File Attachments

Attaching files (uploading from outside the program) or documents (plans, specifications or pictures) are available in all modules in PlansandSpecs.

 

Attach a file from your machine.

This option is used to attach a Word or Excel ( or any file format ) file.  Attach Icon

 

Click on Attach a File icon
Click on the Browse button

 

Upload from Attach Icon

 

Any Files Attached Using This Method Will Be Included In The Fax Generated From The System.

 

Select file to be uploaded, click Open

 

Browse fo a File

 

Click Upload File

 

Upload File Final Step

 


Drag & Drop - Multiple File Uploads

This option is used to attach a Word or Excel ( or any file format ) file.  Drag & Drop Icon

 

**  This is a Java Based Control .  Java will need to be installed on your machine for this to work **

 

Drag & Drop Java Box

Click on Attach a File icon with two sunflowers
Click on the Add Files
Select Your Files

Select Files from Java

Click on Upload Files Button
Fill in File Description(s) **Optional

 

Final screen for Multi Upload

Click Save

 


Referencing Documents from The Document Section

This option allows you to attach a plan, specification or picture Paperclip Icon.

 

Click on the Attach a Document icon
You will now browse the documents section to get to the file(s) you need to reference.

Browse Plans for Reference

 

Select the type of document

 

Document Screen for Reference

 

Select the document by checking in the checkbox, click on the attach button
Your Files will now be attached to your item

 

     Check All will check all boxes  

     Clear All will remove checks