Attaching a File to an Account

Viewing and Saving an Attached File

Deleting a File Attachment

Before you can attach files to a record, your cairs.net administrator must determine the allowable file types and size.  Please contact your cairs.net administrator if you are unable to attach files.

There are two different types of files that you can attach to a record; the first button allows you to attach a regular file. These files follow the record and other users are able to see them. Although, this is convenient, if changes need to be made to the file, the file will have to be saved and then re-attached.

The second file attachment type allows you to attach a link to a file that is in a shared location.  The benefit of this file attachment is that when changes are made to the file there is no need to reattach the file.  The disadvantage is that all cairs users have to have access to the shared file location.

The process to add either file type is the same. 

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Attach ribbon group, click on either Add File or the Add External Link button.

6.   The Select the File to Attach window opens. Browse to select the file to attach and click the Open button.

7.   Once attached, a button displays directly below the ribbon. To view the attached file, click the button. 

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1.       Click the Accounting menu.

2.       Within the Navigation pane, click Accounts, then Official Accounts.

3.       Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Directly below the ribbon, a button displays with the file name. Click the button to view the attachment.

6.   Alternatively, right-click the file name to access a pop-up menu, then select Open.

7.   To save, right-click the file name to access a pop-up menu, and then select Save Target As.

8.   Within the Save Target As window, browse to the location of where you want the file saved and click the Save button. 

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1.       Click the Accounting menu.

2.       Within the Navigation pane, click Accounts, then Official Accounts.

3.       Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Right-click the file name to access a pop-up menu, and then select Delete.

6.   Once you click Delete, a message box displays verifying that you really want to delete the file. Click Yes within the box to continue or No to cancel the operation.

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