Adding Attachments to a Change Order

Any number of uncontrolled attachments can be added to the Change Order record. The attachments are saved to the database which means they no longer need to be stored on the user's local drive.

  1. From the Change Order record, in the change order tree on the left side of the record, click the Attachments link.
    Result: The Attachment window is displayed.
  2. Click Action > Add.
  3. Enter a description of the document.
  4. Browse to and select the document to attach to the Change Order record.
  5. Click the Save button.
    Result: The attachment has been added to the Change Order record.

NOTE: An attachment's content cannot be edited from the record to which it is attached. Content must be edited from the file's location in the external directory, deleted from the Attachment link and re-attached to the record. The procedure to view an attachment is dependent on the browser.

See Also

Attaching a Change Request to a Change Order from the Change Order Record

Removing a Change Request from a Change Order from the Change Order Record

Adding Proposed Changes to a Change Order

Routing a Proposed Change for Approval

Approving a Proposed Change

Adding Changes to a Change Order

Implementing Changes from the Change Order Record

Routing a Change for Approval

Stopping Change Approval Routing

Routing Final Change Approval

Changing the Change Order Effective Date

Change Order Setup

Change Order End User Steps

     

 

 
Friday, September 25, 2015
9:37 AM