Attachments

Item Wizard enables the loading of Attachments.

To enable this functionality, you must have the ‘Attachment’ section displayed in your worksheet. If this section is not already in your worksheet, go to ‘Manage Templates’ to create/modify a worksheet with the ‘Attachment’ section included. Refer to section: Manage Templates

There are various ways to enter information onto the worksheet for upload of attachments:

(i) Enter information directly onto the worksheet.

(ii) Use the form - Double-click in the ‘Attachment’ section to open the ‘Attachments’ form to enter information.

Or alternatively click the ‘Forms’ icon on the ribbon and select the ‘Attachment’ option:

This opens the form and the user can enter the required information.

Once the information is populated into the worksheet, upload the Attachment(s) by clicking the ‘Attachments’ icon on the ribbon and selecting ‘Upload Selected Attachments’ or ‘Upload All Attachments’ as illustrated below:

This section is common to many of our tools. For further details click on this link to navigate to Common User Instructions: Attachments.