Contents of the Choose Image Dialog Box
Use this dialog box to select an image for the proposal.
Field | Description |
---|---|
Record List | This list displays the records selected for the proposal. Select a record from this list to specify the image to insert in the placeholder for that record. |
Image Source | Select the source of the image that you want to upload: File Attachment, Link, or Local. After you select a source, the fields that are specific to that source display. |
Save | Click this option to save the records and insert the images into the proposal. The proposal builder returns to edit mode, where you can continue inserting elements and using the Edit Record Layout options. |
File Attachment Grid
The Files grid displays the files that are stored for the hub record. This grid supports various file types, such as image files, Microsoft document files, word processing files, drawing files, spreadsheets, and so on.
Field | Description |
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File Name | This field displays the file name of the attached file. This file name is defined by the attached file'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. |
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 files (by classification). Your system administrator defines the categories to meet your organization's specific requirements. |
Link Grid
This grid includes the URLs, email addresses, and links to files and graphics that are stored for the hub record.
Field | Description |
---|---|
Description | Enter a brief description of the file link or URL, to help you distinguish the file link or URL from other files. |
Path | This field displays one of the following:
To edit a file link path or URL, select the field and then edit it. |
Local File Grid
When you set Image Source to Local File, a Browse option becomes available.
Field | Description |
---|---|
Browse | Click this option to open the Browse dialog box, which you use to locate and select the file that you want to upload. Or, you can use standard Windows functionality when in the browser to drag and drop a file from your desktop onto the grid. |
Parent Topic: Choose Image Dialog Box