How to set up Actions to allow Attached Documents
Open the Action Library
1: Click Admin from the Menu.
2: Select Action Library from the drop down list.
Edit the Admin Group
1: Click on Admin.
2: Click on Edit - the Edit Admin window will open.
Turn on the Attachment Action List
1: Click the Details tab - the Details window will open.
2: Click the Attachment Action List check box to allow attachments.
3: Click OK to Save the data and close the window.
Select the type of attachment required
1: Click the type of attachment required.
2: Click Edit - the Edit window will open.
Turn on the Attachment Action List
1: Click the General tab - the General window will open.
2: Click the Attachment Action List check box to allow attachments.
3: Click OK to Save the data and close the window.
Repeat this step if move Action Types should be set.
0 Comments
Add your comment