When you are looking at a record that is enabled for attaching documents, you can attach a new document to it or view any documents that are already attached.
This is part of standard Coins ERP+ functionality and does not require a Document Management licence.
To attach a document:
Click the Attach Document button (
- either top right of a detail screen or a column on a browse screen).
If there are already documents attached to the record, the button appears as follows:
On the Upload Document tab, browse for a document on your local or network drive.
Complete the description and click
.
The uploaded document is now displayed in the Browse Documents tab.
After you have uploaded the document, you can still change the document's description, the document group (if used), and any keywords that do not relate to a field in the Coins ERP+ database.
To view an attached document:
Click
On the Browse Documents tab, click the link on the document name.
The document is displayed in the relevant application.
Internet security
If you see a yellow "information bar" at the top of the screen:
you will need to click the bar and select "Download file" before you can see the document.
You may see a File Download dialogue box:
If you do not want to be given this choice each time you view an attached document, untick the Always ask before opening this type of file tickbox.