Create New Attachment

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Create New Attachment

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Click on clip2831 under the [Attachment] side function menu to open up the Attachment screen.

 

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Attachment ID: The UnderwriterCENTRAL™ system automatically allocates an ID to the attachment.

Type: The UnderwriterCENTRAL™ system automatically allocates an attachment type.  The attachment type will be taken from the document upload file name e.g. .doc for a word document or .xls for a spreadsheet.

Attachment Name: Type in name to refer to the Attachment as.

Status: Click clip2838 box and select appropriate current status of attachment.

Status Note: Type in any additional status notes if required.

Attachment Description: Type in description of attachment.

Category: Automatically saves as 'Attachment'.

Upload File Name: Click clip2837 to search for a file. Once found select file the name and click Open.

 

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View - Click clip2833 to open and view attachment.

Edit - Click clip2834 to open and edit attachment.

Save - Click clip2835 to save attachment to file system.

Cancel - Click clip2836 to cancel new attachment.