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Upload Attachment Screen
- 17 Jul 2024
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Upload Attachment Screen
- Updated on 17 Jul 2024
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Clicking Upload allows you to locate attachments stored on the device that you may wish to include in the email they are creating.
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. |
| 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 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 Crew | Select 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 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. You will only see this option if it is available within the mod |
| 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. 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.
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