Advanced Workflow - User Essentials

Data Form – Grids: ATTACHMENTS

ATTACHMENTS Grid

The [ ATTACHMENTS ] grid displays the EC Data Form’s attachments. The fields shown within the grid can be configured by the administrator by including or removing fields and changing their order within the grid. Attachments are additional clarifying documents added to the EC Data Form as needed, such as marked up eDrawings, PDFs, or photos with detailed information.

Regardless of the EC Data Form’s mode (New, View, or Edit), the records within the [ ATTACHMENTS ] grid can be selected using the right-mouse button to access its [Open] command. If the EC Data Form is opened within its Edit mode, the [ ATTACHMENTS ] grid can also include an [ Add ] and a [ Remove ] command:

• [Open]: Opens the selected attachment’s file (the physical file, usually a marked-up document). • [Add]: Allows the user to navigate and locate a physical file that will become an attachment to the EC Data Form. The administrator can configure the options that determine where the identified file will be automatically moved to. • [Remove]: Allows the user to remove the selected attachment from the EC Data Form.

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