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Attaching files individually using the Add Attachment window

You can attach files to records individually using the Add Attachment window. Depending on the attachment settings your Sage 100 Contractor administrator sets for the type of record you are working with, you can copy an existing file to your company files or you can attach a link to a file.

Tips:

If the file is likely to change, such as a spreadsheet with values that are updated periodically, attach it as a link so that you can view the most recent version.
If the file is static, such as a scanned copy of a signed contract, it is best to keep it with your company data, where it will be accessible to all users and it will be backed up during nightly maintenance.

To attach a file using Add Attachment:

Open a Sage 100 Contractor window that accepts attachments, such as 3-5 Jobs (Accounts Receivable) and select a job.
Click Edit > Attachments.
On the Attachments for Job# window, click Add.
On the Add Attachment window, select I want to attach a file.
Click Browse, and locate the file you want to attach, select it, and click Open.
Enter a description of the attachment.
Select one of the following options:
- If you select Copy file to my company data:
  1. On the Add Attachment window, accept or edit the description of the attachment.
  2. Accept or clear Protect this file from being changed.
  3. Click OK.
- If you selected Link to existing file:
  1. On the Add Attachment window, accept or edit the description of the attachment.
  2. Click OK.
The file is displayed in the grid of the Attachments for Job # window.