Attachments: Using the Paperclip
- You can attach documents to your request item by using the paper clip located in the title bar, to the far right.
- The paperclip feature is useful for attaching spreadsheets, floor plans of a building, invoices, etc.
- Documents can be attached at any time. So if you need to finish filling out your request you can attach the spreadsheet right after you add to cart or place your order.
- The document stays with the ordered item and all the provisioning reps and techs can access it.
This is a big improvement over sending these types of information/communication in emails because all the information about an item, stays with the item.
Attaching a Document
Step by Step
1. Save the document you wish to attach on your desktop or somewhere on your computer where you can find it easily.
2. While viewing your request item, click the paperclip in the upper left corner on your screen.
3. Click 'Browse' to find the document you want to attach.
4. Choose the file you wish to attach from your computer and click 'open'.
5. Click 'Attach' to attach the document to the Request Item.
The confirmation screen will appear:
6. Click OK
7. You can attach another document or click 'Close' to finish.
Manage Attachments
You can manage your attachments by clicking on 'manage attachments' in the upper left hand corner of your form.
Step by Step
1. Click on the words '"Manage Attachments" to bring up a popup that will allow you to add more attachments or remove attachments.
2. To remove attached files, check the box to the right of the attachment(s) you wish to remove and click 'remove'. You can also add more attachments using this popup.
Just click 'close' when you're done.