Manage Attachments Screen

The Manage Attachments screen displays the list of documents that are currently attached to an email. This screen is displayed by clicking the Attachments hyperlink from the Email screen or the Contacts, Properties, Opportunities, Work Tickets, Purchasing, or Equipment modules.  

Refer to the table below to see your managing and viewing options on the Manage Attachment screen. 

View and Manage Attachments
Searcha	Use this search bar for your quick keyword searches. The results from your search will only contain an approximate match based on the string of characters you enter in the search bar.
Selectc	To act on all listed attachments, click the first checkbox at the top of the list to the left of the filter categories.  Using the Bulk Actions menu, you can change one or more attachments simultaneously. Before selecting a Bulk Action, you must choose attachments by clicking the checkboxes on each attachment's left.  Expand or collapse the list of documents by clicking on the downward arrow next to the Document heading.
Filter, Sort, and Displayb	You can filter and display information by field by clicking on the funnel icon or by clicking on the gray bar to the left of the icon. This will populate a box that includes  Sort the individual fields in descending or ascending order by clicking directly on the field.
Bulk Actions Menud	The Bulk Actions menu enables you to make the exact change to one or more attachments simultaneously. Delete Selected - permanently removes selected attachments. You will have the opportunity to Cancel the action if you mistakenly click on this option. Download Selected - download attachments to your desktop or mobile device.  Expose to Crew - You can click Expose to Crew to make attachments associated with Opportunities available to crew leaders in the Crew Mobile app. You will not see this option listed in the Bulk Actions menu unless it is available within the module. Attach to Invoice - Click Attach to Invoice to include attachments in the invoice you send to your customer. You will not see this option listed in the Bulk Actions menu unless it is available within the module.
More Actions Menue	Click on the kebab menu to reveal more options. Preview to view a preview of image attachments. Currently, document previews are not available.  Once you navigate to the Preview landing, you can click the left or right arrow to preview attachments from the point before or after the image or document that you selected to preview.  You will also see a preview bar at the bottom of the landing page to quickly browse through attachment previews.  You can close the Preview screen by clicking the X in the upper right corner.
Save or Cancel	You will be prompted to save any unsaved changes. Your option to Cancel or Save changes is at the bottom of the manage attachments modal.

Manage Attachment Fields

You can filter, sort, and display your attachment search lists using the below-listed fields. To manage an attachment field, you must click on the gray box or filter icon right below the filter's name. A search and checkbox prompt will then appear so that you can configure your search. Click directly on the field's name to sort the order of your search.