File Attachments

Attachments: File attachment Data Menu

This menu enables you to attach files to components.

The File Attachment Data menu can be opened in the following ways:

  1. Box Item – double click File Resume, or any custom designed data field with an Attachment attribute.
  2. Data Outline Pane –
  • If no attachments are associated with the component – double click File Resume, or any custom designed data field with an Attachmentattribute.
  • If attachments are already associated with the component – double click the cell containing the name of the attachment.
  • On-screen component – double click any visible data field with an Attachment attribute. Note: if none are visible, go to the Box Item menu, choose a data field with an Attachment attribute (i.e. File Resume, etc.) and click in the visibility column (for more details, see Box Item menu).

Note: if none are visible, go to the Box Item menu, choose a data field with an Attachment attribute (i.e. File Resume, etc.) and click in the visibility column (for more details, see Box Item menu).

Attachments: Files

To make attachments in the File Attachment Datamenu:

  1. Browse to the file using the Browse button. When the Open box appears, browse to the desired file and choose it by either double clicking the file or highlighting it and clicking Open.

Note: once an attachment is chosen, an icon representing the file type will appear in the lower left area of the menu (see the above illustration).Note: if none are visible, go to the Box Item menu, choose a data field with an Attachment attribute (i.e. File Resume, etc.) and click in the visibility column (for more details, see Box Item menu).

  1. Name the attachment. The name appearing in the Display name field is the name that will appear in the on-screen component. Names can be created in the following ways:
  • Customize the attachment name – type a new name into the Display name field to replace the file’s original name, then click OK or hit the Enter key.
  • Use the attachment’s original name (no modification) – a file’s origi­nal name is automatically placed in the Display name field when it is chosen. To keep this name simply click OK or hit the Enter key.
  1. Complete the process. Select one of the following options:
  • OK – accepts your choice and inserts it into the chart.
  • View – opens the file for viewing. Note: the View button will be inactive (grayed out) if the attachment is empty (such as a text file with no text).
  • Save As – allows you to save the attachment in a new location and with a   new name.
  • Clear data – clears all fields and resets the menu defaults.
  • Help – launches the Help menu.
  • Cancel – closes the panel without saving any data.
Updated on January 17, 2023

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