Attachments.

With the help of contract attachments, the user can attach any file (document) to the contract (as well as to other entities: customer master agreement, object, insurance contract, maintenance permission, etc.). Attachments are available, for example, via the menu from the Related/Attachments tab of the contract:

After pressing the button, the list of annexes to the contract opens.

The user via the Select File... Selects the document to attach to the contract. After confirmation, an attachment is created and saved according to Marketing Settings (to the internal db OC or on the road).

Field:

• Attachment

  • File Name

• File Extension

  • The extension (type) of the file attachment

• File Type

  • The extension (type) of the file attachment

• Attachment Type

  • The user selects a more detailed specification of the document from the following options:

    • Object Quotation, Additional Equipment Offer, Contract Proposal, Customer General Contract, Financial Statements, Guarantee, Bank Guarantee, Power of Attorney, Leasing Contracts, Object Order, Additional Equipment Order, Handover Protocol, Other

• User

  • ID of the user who created the attachment

• Attachment Date

  • The date and time when the attachment was created.

To open a file, you can:

• Click the name in the Attachment box

• Use the Preview button