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Function documentationAttachment Library Locate this document in the navigation structure

 

Attachments enable you to reference additional information that you cannot include in the sourcing document itself.

Attachments stored in libraries can be attached to sourcing documents by choosing the Import from Library in the document toolbar. You can also add attachments to discussion threads, line items and project schedules.

This section describes how to create and edit an attachment library.

Note Note

You can access the Attachment Library page by doing one of the following:

  • Choose Enterprise Sourcing in the navigation bar and then choose Attachment Library from the Library submenu.

  • Choose XPress in the navigation bar and then choose Attachment Library from the Library submenu.

End of the note.

Features

Field Help for the Attachment Library Header Page

Function

Description

Library Status

Select In Progress or Ready to indicate the status of the attachment library.

Module Checkboxes

Use the checkboxes below Library Status to specify the type of document for which the attachment library is available.

Example Example

To make the library available only for auctions, check only the By Auction box. If you want the library to be available to all document types, check all the boxes.

End of the example.

Activities

Creating an Attachment Library

To create an attachment library:

  1. Choose   Setup   Document Setup   General   Attachment Library  .

  2. On the Attachment Library page, choose Create.

  3. On the Creating: Attachment Library page, fill in the fields with information about the attachment library

  4. Choose the Attachments tab.

  5. Choose Attach File or Attach URL to add an attachment.

  6. Save your entries

Note Note

To edit an attachment library, choose the library name on the Attachment Library page and then choose Edit in the document toolbar.

End of the note.