Employees Files & Links Tab (Browser)

Use this tab in the Employees hub in the browser application to attach files and add hyperlinks to external text and graphics files, web sites, email addresses, and so on that are related to an employee.

For example, you can attach an employee's resume on this tab. After you attach or link files, you can easily view them as needed from this tab.

You can also attach files and add hyperlinks in the Employees hub in the Deltek desktop application on the Links tab and the Files tab. Any files that you attach or items that you link on the tabs in either the browser or desktop location are updated automatically on the tabs in the other location.

This tab name changes from Files and Links to the Links tab when FILESTREAM (a Microsoft SQL Server feature) is not in use.

Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see Work with Grids.

Contents

Files Grid

Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see Work with Grids.

Use this grid to upload and attach files that are related to the employee.

The Files grid displays when FILESTREAM is enabled. Use this grid to upload, view, and store files that are related to the current record. Deltek attaches these files to the record for which they were uploaded. This grid supports various file types, such as image files, Microsoft document files, word processing files, drawing files, spreadsheets, and so on. When you upload a file, a copy of the file is stored in the FILESTREAM database. You cannot upload the following file types:

.APPLICATION	.JSE	.REG
.BAT	.MSI	.SCR
.CMD	.MSP	.VB
.COM	.MSC	.VBE
.CPL	.PIF	.VBS
.EXE	.PS1	.WS
.GADGET	.PS1XML	.WSC
.HTA	.PS2	.WSF
.INF	.PS2XML	.WSH
.JAR	.PSC1
.JS	.PSC2

Grid Tools

Field	Description
+ Upload File	Click this option to add an attachment file to the Files grid. When you do so, Deltek opens the Browse dialog box, which you can use to browse to and select the file you want to upload and attach to the current record. Or, you can use standard Windows functionality when in the browser to drag and drop a file from your desktop onto the grid. When you upload a file, the file is stored in the FILESTREAM database. If your system administrator specifies a maximum allowable file size on the Miscellaneous tab of Settings > General (desktop), an error message will display if the uploaded file exceeds the size limit.
	To delete a file in the grid, hover over the row and click at the end of the row.
	Click this icon at the top right of the grid to filter the list of files in the grid to display only the files that fit the criteria that you enter. In the blank row that is added to the top of the grid, enter filter criteria in one of the fields in the grid.

Grid Fields

Field	Description
Category	Select a category for the attached file. This allows you to classify the types of files you attach to each hub record and provides a way to sort the attachments (by classification). Your system administrator defines the categories to meet your organization's specific requirements.
File Name	This field displays the file name of the attached file. This file name is defined by the attachment's native program and cannot be changed.
Description	When the attached file uploads, this field automatically copies and displays the name of the file that is listed in the File Name field. You can change the description of the file to something more meaningful if you like.

Links Grid

Use the Links grid to add URLs, email addresses, and links to files and graphics for a hub record. When you add a file or graphic link to the Links grid, Deltek stores the link so that you can copy and paste it into the file explorer. The file remains on your computer or network.

Grid Tools

Field	Description
+ Add Link	Click this option to add a URL to the Links grid. Use this option to link web sites, FTP sites, email addresses, and newsgroups to the current record. If a web site, FTP site, email address, or newsgroup location changes, the hyperlink in this field no longer works.
	To delete a link in the grid, hover over the row and click at the end of the row.
	Click this icon at the top right of the grid to filter the list of links in the grid to display only the links that fit the criteria that you enter. In the blank row that is added to the top of the grid, enter filter criteria in one of the fields in the grid.

Grid Fields

Field	Description
Link Path	This field displays one of the following: The complete link path for the file. The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email. To edit a file link path or URL, select the field and then edit it.
Description	Enter a brief description of the file link or URL, to help you distinguish the file link or URL from other files.
Graphic	This option is selected if the associated file link is a graphics file. This is selected by default if the file has one of these extensions: jpeg, jpg, tif, tiff, gif, bmp, or png. The link path name cannot contain any commas if you plan to use the linked graphic in certain merged proposals. See the Proposals section of the help for more information.