Integra Attachments

Documents, files or images can be attached at will to Integra transactions or records using the Attachment Manager. Attachment Manager parameter settings control access to the facility and may have been used to set limits on the operations you can carry out.

New attachments can be made and existing attachments can be enquired on by running the relevant Integra program option and calling up the required transaction or record. Use the Attachments button to call the Attachments window (The number in brackets beside the button tells you how many items are currently attached).

In the Attachments window, you can use the View command in the Action column to see existing attachments. Use the drop-down control in the Action column to see the Details command, which allows you to edit the title. If the email checkboxes are available to you, you can use them to specify whether the attachment should be included as an attachment on any emails sent relating to the  transaction or record. Use the command located above the grid Action column to browse for and upload any new attachments.