Overview

File-based attachments can be linked to all entities

Each HelpMaster entity supports an unlimited number of file attachments to be linked. These attachments can be documents, spreadsheets, graphic files, text files, or any other file that exists on disk.

Attachment linking

Any attachments linked to an entity will be displayed on the “Attachments” tab.

Where are file attachments stored?

In order for the file attachments to be viewed by users of the HelpMaster desktop, or web portal, HelpMaster stores them in the networked “Attachments folder”. This is a common, networked locationthat is specified by the HelpMaster administrator. If you are attaching a file to a HelpMaster that is not currently located in the common directory, HelpMaster will remind you that it will make a copy of the original file, relocating it to the “Attachments” directory and then link to it.

See Also

Configuring Attachments

Setting the common Attachments path

Email Templates

Email template tags

Converting email into jobs via Email Manager

Email Manager - Attachment processing

Email Manager - Successful processing actions

Using Attachments

Field Chooser

Sending email from an action

Globally Excluding Images