Attaching Files to a People Record

You can attach documents, scanned images, and other files that are stored on your workstation to a People record. Any user can view the attachment from the Attachments panel of the People record. The maximum allowable attached file size for your office can be set in your IQ System Configuration Settings.

To attach one or more local files to a people record:

  1. Add a new People record or access an existing People record.

  2. On the People Record page click the Attachments tab.

  3. Select the Attach File action to display the Attach Files to People dialog.

  4. Click the Browse button. IQ displays the Choose File to Upload dialog.

  5. Highlight the filename you want to attach and click the Open button to return the selected file to the File Name field.

  6. Repeat steps 4 and 5 until you have selected all of the files you would like to attach.

  7. Click the Attach button to upload the file(s) to the server and attach it to the people record.

  8. IQ displays "Please Wait" while it uploads the file(s) and then refreshes the Attachments panel to display the attached file(s).

The Attachments panel shows all files attached to the People record. You can delete attachments from the Attachments panel by selecting the check box next to the file or files you want to detach and then selecting the Detach File action.