You may want to attach a word processing or text document, a scanned image of the incoming letter, or other type of file to a Mail record for future reference. If the Mail record was created as a result of an incoming email, IQ automatically attaches the .eml file to the Mail record and the option to attach additional files is not available.
You can also attach an outgoing copy of a scanned image of an outgoing letter which contains a hand written note or other file to the Mail record.
Any user can view the attachments inside the Mail record and in the Mail Search Results. Files can be attached to a closed Mail record, if your IQ user-ID has been granted access rights to reopen a closed Mail record. The maximum allowable attached file size for your office can be set in your IQ System Configuration Settings.
To manually attach an incoming file to a mail record:
Add mail or search for an existing mail record.
Click the paper icon next to the Attachments field in the Incoming section. IQ displays the Attach Incoming File(s) dialog.
Click the Browse button to display the Choose File to Upload dialog.
Highlight the file name you want to attach and click the Open button. IQ displays the selected file in the first File Name field.
Repeat steps 3 and 4 until you have selected all of the files you would like to attach.
Click the Save button to return back to the Mail record. IQ displays the file name(s) in the Attachments field.
Note: The contents of the first attached incoming file is displayed in a scrollable iframe labeled Incoming in the Outgoing section of the Mail record page. The scrollable iframe is hidden if the first attached incoming is a .pdf and the browser is Internet Explorer.