On many forms, you can attach and view a file or a link, after saving the form. You can access Attachments in these ways:
- Voyage Fixture, Time Charter In, Time Charter Out, Voyage Manager, Address, Vessel, Tow, and Equipment Contract forms have Attachments nodes in the Summary Tree. Click + to expand the node to show additional Attachments nodes; click - to collapse it again. On each node, click + to show a list of Attachments; click - to collapse it again.
- Tasks or Alerts with Attachments have an icon in the panel on the right side of a form. In the Tasks & Alerts panel, click . If there is only one attachment, it opens.
- From other forms, you can open the Attachments form. Depending on the form, you can use one of these methods:
- Click or .
- Click Attachments on the menu.
In the Summary Tree, Tasks & Alerts panel, or Attachments form:
- To add an attachment, right-click the Attachments node and click Attach New File or Attach New Link.
- To open an attachment, either double-click or right-click the attachment and click Open Attachment.
- To copy an attachment, right-click the attachment and click Copy Attachment.
- To edit a link, right-click the link and click Edit Attachment.
- To delete an attachment, right-click the attachment and click Delete Attachment.
- To delete all attachments, right-click the Attachments node and click Delete All. A message asks you to confirm; click Yes.
Dynamically Linking Attachments, Locations, and External Programs
Note: The Configuration Flags Module Right must be selected for you in Security.
Six configuration flags allow dynamic linking of attachments, locations, and external programs to the Voyage Manager, Fixture, Vessel, Cargo, COA, Time Charter In, and Time Charter Out forms. By using these flags, you can can store all your related documents in one location and access them directly, without having to individually define the links.
To enable dynamic linking to a form, edit the Value of its configuration flag:
Form | Configuration Flag | Value |
---|---|---|
Cargo COA or VC In COA | DataForm.COA.Links | |
Cargo or VC In | DataForm.Cargo.Links | |
Voyage Fixture | DataForm.Fixture.Links | |
Time Charter In or Time Charter Out | DataForm.TimeCharter.Links | |
Voyage Manager | DataForm.Voyage.Links | |
Address | DataForm.AddressBook.Links | |
Vessel | DataForm.Vessel.Links |