Adding document attachments
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In the global menu there is an option to attach related files, spectre files and comments. Using this option, you can fetch files stored in folders using different matching options.

To attach related files, spectre and comments

  1. In the global menu click Document Attachments.
  2. In the pop-up menu select the type of file attachment.

Based on the type of attachment selected, bulk attachment window is displayed.

  1. When the option Specter is selected the following window is displayed.

  1. Select a File Match option.
  2. Click Browse Multiple Files to select the files from a folder.

If files in the folder matches the match option, they are fetched automatically.

Fetched files are displayed in the grid and the status is displayed as File Transfer Completed.

  1. Click OK to continue.

Similarly you can add Related Files and Comments.