You can attach documents, scanned images, and other files that are stored on your workstation to a Board Member record. This procedure moves the file to the server, so that any user can view the attachment from the Attachments panel of the Board Member record. Attachments might include such things as resumes, referral letters, and other qualifications-type documents. Note: The maximum allowable attached file size for your office can be set in your IQ System Configuration Settings.
To attach a file to a Board Member record:
Search for the Board Member record.
On the Board Member Record page, select the Attach File action.
Complete fields in the Attach File to Board Member dialog box.
Click the Attach File button and then click the Browse button to search for and enter the file in the File Name field.
Click the Save button to return to the Attach File to Board Member dialog box.
To edit information that's associated with a file that's attached to a Board Member record, click the Attachments tab and then click the Title link.
To view a file that's attached to a Board Member record, click the Attachments tab and then click the Title link. In the Member Attachment Record dialog box, click the View File button.
To detach a file that's attached to a Board Member record, click the Attachments tab and then click the Title link. In the Member Attachment Record dialog box, click the Detach File button.
To detach a file and delete the information record, click the Attachments tab and then click the Title link. In the Member Attachment Record dialog box, click the Delete button. Click OK to confirm deletion.