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Upload Attachment Screen
- 24 Jul 2024
- Impresión
- PDF
Upload Attachment Screen
- Actualizado en 24 Jul 2024
- Impresión
- PDF
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The Upload Attachment screen allows you to locate attachments stored on the device that they may wish to include on the opportunity. The screen is available by selecting the Upload Files button on the Opportunity screen. It displays a device-specific window that enables you to select a file to attach.
The following table describes the screen elements on the 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. Note: There is a 500-character limit on the Notes field. |
| Tags | Enter tag(s) to attachments to better categorize and improve searchability and organization. For more information on creating Tags as identifiers, seeAdmin 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. |
Please click Uploading Attachments in Aspire to view more information from the Aspire knowledge base.
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