Changing attachment categories
You can change attachment categories only if your security group has access to attachment categories.
You can change attachment categories from either of the following:
The Setup menu
- From the Setup menu, click Attachment Categories.
- Click the attachment category you want to change, and click Edit.
- Change the information as needed:
|
For this condition |
Do this |
|---|---|
|
Description |
Change the name of the attachment category. |
|
Type |
Select the applicable type for the category. The type determines where the category is available in Ajera:
|
|
Notes |
Do one of the following:
|
- Click Save.
Any window that accepts attachments
You can also change attachment categories from the Attachments window, Attachments tab, or Add Attachments window.
These windows and tab are available in any window that accepts attachments.
- Click
in the Category field in the Attachments window, Attachments tab,
or Add Attachments window.
- Click the attachment category you want to change, and click Edit.
- Change the information as needed:
|
For this condition |
Do this |
|---|---|
|
Description |
Change the name of the attachment category. |
|
Type |
View only - The category type for the current Ajera window |
|
Notes |
Do one of the following:
|
- Click Save.
