How Do I Set Up Attachments?

Attachments are document images and other files that are associated with database records. This feature allows you to add, organize, and view these files as either linked or encrypted attachments. The following is a checklist for setting up the Attachments feature:

With Administrative User Rights,

1. Select Organization>Attachments>Set Up Locations to create the initial setup.
   • Select the "Enable Attachments" check box.
   • Click Save to finalize the initial setup. At that time, the system creates the default attachment locations. Attachments are stored using the Universal Naming Convention (UNC) Path. The default location is: \\{server_name}\MIP_Share\{Organization_DB}\Attachments\{Module_ID}.
Note to System Administrators

The system uses Universal Naming Convention (UNC) to store the path to the attachments. The encrypted attachment is written to the location that is specified on this form. To ensure that the encrypted file can be written to the selected location, verify that all users have proper access and share rights to that location.

2. Select, Organization>Attachments>Set Up Categories to review and set up the categories for your attachments.
   • The initial setup automatically created system-defined Category folders (such as Cash Receipts, Vendors) for all installed modules and some sub-category folders (such as 2004, Correspondence).
3. If sharing resources, refer to the Network Installation guide for granting access to the MIP Share directory.

Once the Administration side is set up, click Manage Attachments to display the forms in the MIP Fund Accounting system. displays when no attachments are present and changes to after an attachment has been added.

1. Attach your documents using Manage Attachments on the appropriate form in the system. For example, on the Maintain>Accounts Payable>Vendors form, attach a Microsoft Word® document using this button.
2. You can also use it to view or delete the attached documents.