Attachments

IFS Cloud allows you to add attachments to records and provides various options to manage those attachments within the application. Locate the attachment button on the command bar of a record's page. Upon clicking this button, application will seamlessly shift focus to the attachments section.

You can handle all the attachments associated with a record by using this option. Clicking the attachment button will take you to the attachments section at the bottom of the records page. This is where you can conveniently manage and access all files linked to the specific record.

When you attach a file to the record, a number will appear next to the attach button. This number signifies the count of files that are attached to the record.

Attached Files

Attach Existing File

Select this option to attach an existing file to the record.

Once you click on the Attach Existing button, a slide-out menu labeled Attach Existing Document will open.
Click on the drop down menu to select any one of the documents attached before.
Once you finish selecting a document, click on the Attach button to attach the document.

Attach New File

Select this option to attach a new file to the record.

Once you click on the New Document button, a slide-out menu labeled New Document will open.
In the New Document slide out menu perform the following actions to attach a document

a. Drag and drop a file to the Attachment Section(a) or click on Browse button to search for a file.

b. Select a document type from the Document Class(b) drop down menu.

c. Select the document format from the Format(c) drop down menu.

d. Add a title to the document by adding content to Title(d) section.

e. Once you are done click the OK(e) button to proceed.

Attach New Document From Template

Select this option to attach a new file to the record from an already existing template.

Once you click on the New Document From Template button, a slide-out menu labeled New Document From Template will open
In the New Document From Template slide out menu perform the following actions to attach a document

a. Select a document type from the Document Class(a) drop down menu

b. Select a preferable language from the Language Code(b) drop down menu

c. Select the document format from the Format(c) drop down menu

d. Add a title to the document by adding content to Document Title(d) section

e. You can select the number of sheets inside the document by adding a numerical value to Document Sheet(e) section

f. Assign a document revision number by adding content to Document Revision(f) section

Components of an Attachment Tile

Attachment tiles consists of following features:

attachment components

You can use the following commands in an attachment tile to perform following actions:

Icon	Command Name	Description
	Preview the Attachment	Use this option to get a preview of the attachment you have added to the record.
	Download the Attachment	Use this option to download the file within the attachment slot.
	Upload a File to the Attachment Slot	After creating a placeholder in the attachments, utilize this option to upload a file to that specific placeholder. It must also be noted that only one file can be uploaded for each placeholder.
	Add Notes to the Attachment	Use this option to add a custom note to the attachment.
	Remove the Attachment	Use this option to remove your attachment along with the placeholder.
	Edit the Attachment	Use this option to modify your attachment within the place holder.
	E-mail the Attachment	Use this option to send the attachment via an e-mail.
	Copy the Link to Attachment	Use this option to copy the link of the attachment.
	Copy the Attachment to a File
	Print the Attachment	Use this option to print the attachment via a configured device.
	Send to E-signature	Use this option to send the attachment to get an e-signature.