Upload Attachment Screen
  • 17 Jul 2024
  • PDF

Upload Attachment Screen

  • PDF

Article summary

Clicking Upload allows you to locate attachments stored on the device that you may wish to include in the email they are creating.  

Screen capture of Upload Attachment screen.

The following table describes the screen elements on the Upload Attachment screen:

Screen Element

Description

Type

Allows you to specify the nature of the attachment by selecting a valid type from a list that is defined on the Admin List Attachment Type screen. Common attachment types often 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 you attach. This field allows you 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 in order to speed up the display of the image on the devices. See Image Attachment Size.

NotesEnter 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 improve clarity and organization, making it easier to categorize, search, and document attachments. For more information on creating Tags as identifiers, see Admin List Tag screen.

Expose to CrewSelect Expose to Crew to make attachments associated with Opportunities available to crew leaders in the Crew Mobile app. You will only see this option if it is available within the module.
Attach to ProposalSelect 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. You will only see this option if it is available within the mod
Attach to InvoiceSelect 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. You will only see this option if it is available within the mod

Please click Uploading Attachments in Aspire to view more information from the Aspire knowledge base.


Was this article helpful?

What's Next
Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.