Introduction
FINET allows you to upload and attach files to transactions. These attachments are
treated as an extension of the transaction with the same FINET security. You will only be
able to access attachments for transactions you are authorized to work with.
With the new enhancement, attachments to the header, component, and the warranty
tabs of the various transactions now allow attachment retrieval to the following new
pages:
• Fixed Asset Registry Header (FARHDR)
• Fixed Asset Registry Component (FARCOMP)
• Fixed Asset Repair Maintenance (FARM)
• Fixed Asset Warranty (FAWR)
Instructions
Attachments are uploaded at the tab level by clicking the Attachments button. If a tab
includes an attachment, the total number of attachments for the tab will be included on
the Attachments button.
If a tab allows more than one line, like the Vendor line, the attachments are uploaded to
specific lines by clicking the attachments icon in the Attachments column of the grid.
If a line in the grid includes attachments, then the total count of attachments for that line
is added next to the icon in the grid for the selected record.
You can also view all attachments for the tab or selected line by selecting the
attachments button or icon. Click the Attachments tab to see existing attachments.
To upload an attachment on a draft transaction, click the Attachments button at the tab
level or the Attachment icon at the line level. The Attachments window displays, allowing
you to browse for an attachment or drag and drop an attachment from your computer.
1. Click the Browse button
in the lower left to browse
for additional files from your
computer to upload or drag
and drop additional files.
2. Once all files are selected,
click the Upload button in the
lower right.
A message displays indicating the number of files that uploaded successfully and the
Attachments tab shows the count for the number of attachments.
An error displays if the file size exceeds the maximum size. Click the "X" in the upper-right
to remove the file
Viewing all attachments on a pending transaction
Once an attachment has been added to any level of a transaction, the Attachments
Summary page can be accessed from the Smart Menu by selecting the View
Attachments icon
If an attachment has been added to a transaction, then a count of the total number of
attachments will appear on that View Attachments icon. The Attachments tab of the
Attachments Summary page lists all attachments (by tab). You can view or download
the attachments from the Attachments tab. You can view a history of all attachments on
the History tab.
Removing attachments from a transaction
If your document is still there (not discarded) and final, you can follow the steps below to
delete an attachment. These instructions work on most, but not all documents.
Sometimes attachments are added to a transaction and later they are discovered to
contain confidential information. You can delete attachments by following the steps
below.
1. Create a modification of a document (Version 2), by going into the top 3-dot menu ,
click Modify.
2. Select Header tab. Click on Attachments button.
3. Click on Attachments tab.
4. Select the 3-dot menu. Click Delete.
5. Hit Validate and Submit.
6. Make sure to have the transaction approved.
After performing these steps, the attachments are not in Version 2. Version 1 will show
attachments are there, but if you try to download them, a message will pop up letting
you know the attachments cannot be located.
Uploading attachments to a final transaction
To upload an attachment on a final transaction without modifying the transaction, you
will use the comment feature. Click the Smart Menu icon and then click Add
Comment.
On the Transaction Comments page:
1. Click the plus icon to add a row.
2. Expand the row and enter a Subject and Comment.
3. Click Save.
4. Click the Attachments icon and browse for attachments or drag and drop one or
more attachments.
Viewing attachments uploaded to a final transaction
Once the Transaction Comments window is closed, the transaction header updates to
show the indicator on the Smart Menu where the Comment icon shows content exists.
To view the attachments, click the Smart Menu icon. Click the Comment
indicator.
On the Transactions Comments window, click the Attachments icon to open
the attachments page, then click the Attachments tab to view the existing attachments.