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learning center  >  CONFIGURED ITEMS - CELL PHONES  >  Cell Phone File Attachments

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Cell Phones

Topics Discussed Below

Attaching a File to a Cell Phone

Viewing and Saving an Attached File

Deleting a file from a Set Record

File Attachments

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. 

Attaching a File or External Link to a Cell Phone

1.     Click the Configured Items menu.

2.     In the Navigation pane, select Cell Phone.

3.     Before the Cell Phone list populates, you must either:

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

·         Click the Show All button.

The Cell Phone lists opens, displaying all existing phones.

4.   Double-click the phone to modify. The General – Cell Phone 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.

! If the file type that you want to add in not showing up within your location, click on the file type drop-down arrow to select the correct file format.  If the file type is not available within the drop-down, please contact your cairs.net administrator to add the file type to the allowable file types list. 

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

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Viewing and Saving an Attached File

1.       Click Configured Items.

2.       In the Navigation pane, select Cell Phone.

3.       Before the Cell Phone list populates, you must either:

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

·         Click the Show All button.

4.       The Cell Phone lists opens to the right, displaying all existing phones.  Double click on the phone to modify.

5.       The General – Cell Phone window opens.

6.       Directly below the ribbon, a button appears with the file name.  Click the button to view the attachment.

7.       Alternatively, right-click the file name to access a popup menu, and from the menu, select Open.

8.       To save, right-click on the file name to access a popup menu, from the menu, select Save Target As.

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

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Deleting a File from a Cell Phone

1.       Click Configured Items.

2.       In the Navigation pane, select Cell Phone.

3.       Before the Cell Phone list populates, you must either:

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

·         Click the Show All button.

4.       The Cell Phone lists opens to the right, displaying all existing phones.  Double click on the phone to modify.

5.       The General – Cell Phone window opens.

6.       Right-click the file name to access a popup menu and from the menu, select Delete.

7.       Once you click Delete, a message box appears 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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