The Attachments window is used to attach scanned documents, electronic files, images or files of any format to a database record, such as a CR Receipt.
- Click the Attachments button to open the Attachments window.
- The left section of the Attachments window will display all the files currently attached to the record. Select an attachment and the file details will populate the data fields to the right.
- Click OPEN ATTACHMENT on the top of the window to download the selected attachment so it can be opened.
- Click DELETE to delete the selected attachment form the Cirrus database.
- Click ADD NEW to add a new attachment to the record. This will display a new set of options to the right.
- You can browse to the attachment file by clicking the SELECT FILE button
- Cirrus also supports drag-and-drop functionality, allowing you to simply drag the file from it's current location to the Or drop files here area to the right of the button.
- Once an attachment has been added, enter optional Location Reference, Tracking Number, and Description data.
- Uploaded files are limited to 10MB in size.
- Click the Save button to save the attachment to the record.