You may want to attach a word processing or text document, a scanned image of the outgoing letter, or other type of file to a Mail record for future reference. For example, if a hand written note was added to a printed letter, you could scan a copy of the letter and attach it to the Mail record for a historical record of the hand written note. 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.
To scan and attach an outgoing copy to a mail record:
Click the scanner icon next to the Outgoing Copy field located at the bottom of the Outgoing section. IQ displays the Scanning for Outgoing dialog with the following options:.
Select the Scan and View button if you want to view the images before attaching them. When you select Scan and View, the scanning dialog remains open with the scanned image displayed in the Image Viewer iframe. Click the Scan More button to scan additional pages. Click the Upload button to close the scanning dialog and return back to the Mail record page.
Select the Scan and Upload button if you want to immediately attach the files after scanning. When you select Scan and Upload, IQ automatically closes the scanning dialog and places the file name in the Outgoing Copy field.
IQ automatically assigns a numeric name to the scanned file. To view the file, click the file name in the Outgoing Copy field. IQ opens the file in a separate window. To detach the file, click the x located to the right of the file name. IQ displays a message to confirm you want to detach the file.
To manually attach a previously scanned outgoing copy to a mail record:
Click the paper icon next to the Outgoing Copy field located at the bottom of the Outgoing section. IQ displays the Attach Outgoing File dialog.
Click the Browse button. IQ displays the Choose File to Upload dialog.
Highlight the file name you want to attach and click the Open button.
Click the Save button to return back to the mail record. IQ displays the file name in the Outgoing Copy field.
To view the contents of an incoming or outgoing file, click the file name. You can detach a file by clicking the x next to the file name. IQ will ask you to confirm that you really want to detach the file.