Attachment and Linkit (hyper links)

Attachment Grid Access 

 The system allows for attachments and hyperlinks to be added to documents. 

 Everywhere in the system, there is either a button or paper clip symbol on the grid. 

 

 The grid will display a paper clip which will have different colours indicating whether there is an attachment or hyperlink or both 

 

 

 

 Paper clip  Grey 

 No attachments or hyper-links 

 

 

 Paper clip  red 

 attachments present 

 

 

 Paper clip  green 

 hyper-links present 

 

 

 Paper clip  blue 

 both attachments and hyper-links present 

 

 

 

 

 

 

 Attachment Button 

 The attachment button can be found across the system where there is a clipboard access. 

 It allows you to add additional information on a window that you are currently working on in the form of an attachment. 

 This can be additional documentation, for example, contracts, invoices from suppliers or documentation regarding a stock/ inventory item.  

 

 

 

 Attachment 

 After clicking the attachment on the grid or on a specific window on the system it will take you to the window below.  

 This is where you will be able to add an actual attachment or a hyperlink 

 

   

 

 

 

 Upload 

 This allows you to load an image by selecting it from your computer 

 

 

 Drag & Drop 

 This function allows you to drag and drop an image where it is saved or directly from outlook 

 

 

 Edit 

 This allows you to edit image name, description or file type 

 

 

 View 

 You can click view to view an attachment 

 

 

 Delete 

 This button allows you to delete an attachment id you no longer need to see it  

 

 

 Email Self 

 This will email the attachment directly to your outlook 

 

 

 Download 

 This allows you to download the image directly to your computer 

 

 

 Download All 

 If they are multiple attachments to load you can click on download all 

 

 

 Allow Email 

 This button allows you to put a flag on the attachment to allow email or not allow email 

 

 

 

 View Attachment 

 

 View Attachment shows a preview of the attachment 

 

 

 

 

 

 Linkit (hyper-links) 

 This allows you to add a hyperlink to across the system. 

 This can be links to more information on the debtor/ customer, Creditor/Supplier or Inventory/ Stock Item or any other document accross the system