Copying attachment categories
You can copy attachment categories only if your security group has access to attachment categories.
You can copy categories from either of the following:
The Setup menu
- From the Setup menu, click Attachment Categories.
- Click the attachment category you want to copy, and click Copy.
- Enter the following information:
| For this condition | Do this |
|---|---|
|
Description |
Type the name of the attachment category. |
|
Type |
Select the applicable type for the category you are setting up. The type determines where the category is available in Ajera:
|
|
Notes |
Do one of the following:
|
- Click Save. The attachment category appears below the current row. To move it, click the row and click
or 
.
Any window that accepts attachments
You can also copy 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 copy, and click Copy.
- Enter the following information:
| For this condition | Do this |
|---|---|
|
Description |
Type 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. The attachment category appears below the current row. To move it, click the row and click or .
