Setting up attachment categories
You can set up attachment categories only if you have security access to attachment categories.
You can set up attachment categories from either of the following:
The Setup menu
- From the Setup menu, click Attachment Categories.
- Place the cursor one row above where you want the new attachment category.
- Click the New button.
- Enter the following information:
| For | Do this |
|---|---|
|
Description |
Type the name of the attachment category. |
|
Type |
Click
|
|
Notes |
Do one of the following:
|
and select the type for the attachment category. The type determines where the category is available
in Ajera:- Click Save. The attachment category appears in a row below the cursor. To move it,
click the row and click
or 
.
Any window that accepts attachments
You can also set up 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. - Place the cursor one row above where you want the new attachment category.
- Click the New button.
- Enter the following information:
| For | 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 in a row below the cursor. To move it,
click the row and click or .
