Attachments


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You can attach any type of file to any record in the database, or use the FileKeeper utility on the Home page to include other files that are not directly related to any other data.

 

Overview
The Attachments dialog stores file attachments that are associated to a single record. Clicking the 'Attachments' button on the Toolbar opens the Attachments window.

The Attachments Toolbar
The toolbar on the Attachments dialog has these functions:

Add - Clicking this button opens a browse dialog where you can select the file to attach. Any type of file can be chosen. When you click 'Save', you'll be prompted for the Description; enter a short description and click 'OK'. The new file will appear in the list.

Edit/Reattach - Click on an attachment record in the grid, then click this button to open the file for editing (you can also double-click on the item in the grid to edit it). When you're finished editing the file in it's native application, save your changes like you normally would, then close the file and the 'Reattach' button will be enabled. Click it to automatically re-attach the file with your changes. NOTE: If you try to close the Attachments dialog and have not re-attached an edited file, you'll be prompted to do so so you do not lose any changes you may have made. If you choose to NOT re-attach the file, any changes you made will be lost.

Scan Image - If you have a TWAIN-compliant scanner attached to your computer you can click this button to add the file directly from your scanner as a .JPG image. This also works if you have a TWAIN-compliant digital camera connected to your computer; you can pull pictures directly from the camera' storage device. Click the button, then click the 'Select Scanner' menu option and pick your scanner or camera from the list to setup the option. Then click the button again and choose 'Scan Image' to use the scanner's software to get the image.

Delete - This button deletes the attachment; there is NO undelete for attachments, so use this with caution.

Open - This button opens the file attachment in its native application for viewing, but does not track any changes you may make to the open file. If you want to edit the file, click the 'Edit' button instead.

Print - This prints the attachment using its native application Print functionality without displaying the attached file. This print option prints the entire file. If you need to print only a part of the file, by page numbers or by selecting a section to print (like in a spreadsheet), click the 'Open' button instead and use the application's print features to do so.

Detach - This saves a copy of the file to a location that you can select. Use the browse dialog to locate the folder where you want to save the file. You can also change the filename by entering a new name in the 'Filename' box before clicking 'Save'. Detaching a file does NOT remove it from the Attachments table, as the detached file is a copy.
 

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