Advanced Workflow - User Essentials

Data Form – Grids: ATTACHMENTS

To add an attachment to an EC Data Form, start by making sure that the EC Data Form is opened in its Edit mode. Next, from its [ ATTACHMENTS ] grid right mouse select anywhere within its background and select the [Add] command from its menu:

The user will be presented with a dialog similar to the following, allowing the user to navigate and select a file to become an attachment. With the file selected (and listed within the “File name” area of the dialog), select its [Open] command:

The selected file will be automatically moved to the designated network folder (based on the option configured by the administrator) and it will be listed within the [ ATTACHMENT ] grid within the EC Data Form:

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