Associating document folders with applications

You must associate document folders with an application before you can attach documents in those folders. By default, the Attachments folder, the Images folder, and the Diagrams folder are included in every application that has the Attached Documents action.

Before you begin

You must have administrator privileges to access this action.

Procedure

  1. Open an application that has the Attached Documents action.
  2. Select Attachment Library/Folders, then select the Associate Folders action.
  3. Click New Row.
  4. In the Document Folder field, enter a value. The Document Folder Description field and the Application field contain default values, which you can change.
  5. Click OK to save your changes.


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