Upload Attachment Screen

Screen Element

Description

Choose Files

Select this button to locate and upload attachments stored on the device.  

Camera Icon

Select this button to take a photo directly within Aspire to attach.

Type

Allows you to specify the nature of the attachment by selecting a valid type from a list defined on the Admin List Attachment Type screen. Common attachment types used in Aspire are Photo, Document, Map, Site Map, and Contract.

Name

By default, Aspire fills in the name based on the name of the file that you attach.  This field allows the user to change the name associated with the attachment.

Photo Size

If the attachment is a photo, Aspire can reduce the resolution of the attachment compared to the original to speed up the display of the image on the devices. See Image Attachment Size.

Notes

Enter a note for the attachment to improve clarity and organization, making it easier to categorize, search, and document attachments.

Tags

Enter tag(s) to attachments to better categorize and improve searchability and organization. For more information on creating Tags as identifiers, see Admin List Tag screen.

Expose to Crew

Allows you to make the attachment available to crew leaders in the Crew Mobile app when they are doing work associated with the opportunity.

Attach to Invoice

Allows you to specify that the attachment will be included as an attachment along with the invoice any time an invoice is emailed to the customer.

Attach to Proposal

Select or deselect the checkbox in the Attach To Proposal box to include or exclude the attachment in the proposal communication that you send to your customers.