Manage Attachments Screen
- 02 Aug 2023
- Impresión
- PDF
Manage Attachments Screen
- Actualizado en 02 Aug 2023
- Impresión
- PDF
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Article Summary
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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 | |
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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 |
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Filter, Sort, and Displayb |
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Bulk Actions Menud |
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More Actions Menue |
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Save or Cancel |
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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.
Name of Field | Description |
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Attachment Type | The file format of the attachment. The most common attachment types are documents and images. Click here for more information about Attachment Type. |
Name | The file name of the saved attachment. When you use the name filter, you will only see search results containing characters you type. |
Upload Date | The upload date marks the date that the attachment was uploaded to Aspire. |
Show Crew | Select or deselect the checkbox in the Show Crew column to make attachments visible or invisible to crew leaders in the Crew Mobile app. |
Attach To Invoice | Select or deselect the checkbox in the Attach To Invoice box to include or exclude the attachment in the invoice communication that you send to your customers. |
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