Attachments (Project Contact Document)

The Attachments tab connects documents to the contact record. Users can click to add one document at a time or   to open the Document module; or to download the document. Depending on the module, other tabs are available to track additional information including Project Team, Site Staff and Communication.

 

The Document Type base table is ProjectContact.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

 

Field

Description

Document

This column lists the document names.

Comment

This column displays any comments made on the Document module.

Date

This column displays the date provided for the document.

Expiration

This column displays the date that the document expires. It will display N/A if the document was defined to not have an expiration date on the Document module.

Upload/Link Date

This column displays the date that the document was added to the system.

User

This column displays the initials of the user who uploaded the document.

Type

This column displays an icon of the document's file type, e.g. Word, Excel, PDF, etc. The available icons are listed on the Document Extensions page on the System Tables page of the Administration tab.

Src

This column displays an icon that indicates the location and availability of the document.

Uploaded to CTMS Database

Linked to Network File

 Linked to Network File, but file is not found

Linked to Network File, not linking to network files is no longer enabled in Configuration

Linked to SharePoint Document

Linked to SharePoint Document, but document is not found

Linked to SharePoint Document, but linking to SharePoint is no longer enabled in Configuration or the SharePoint Site has been inactivated