Attaching documents to activity records

When you open an activity record and click the Attachment button on the Activity Detail window, you can attach a file to the activity record and save it to the iMIS database. For example, you can attach a Microsoft Word document, PowerPoint slide presentation, spreadsheet, graphic, e-mail file, or html page. Once the file is saved to the iMIS database, you can open it on your system using the associated application and view, modify, or delete it from within iMIS.

Note: The Attachment button is enabled only if the Activity Attachments allowed option is enabled in the System Setup window.

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Activity Attachment window
Viewing activity attachments