Add an Attachment to a Certificate

An attachment that is to be included when issuing a certificate must be one of the following file types: .PDF, .DOC, .DOCX, .DOCM, .XLS, .XLSX, .XLSM, .CSV, .TXT, .TIF, .TIFF, .GIF, .GIFF, .JPG. .JPEG, .JPE, .BMP, or .MSG.

4. Click on the appropriate certificate in the list.
5. Do one of the following:
   • Click the Edit button .
   • Click File > Open on the menubar.
   • Press [Ctrl]+O.
   • Double click the certificate.
6. The Certificate Detail screen displays. The navigation panel expands to show the available categories for the selected certificate. Click Attachments.

7. Do one of the following:
   • Click the Add button to the left of the Attachments list.
   • With focus on the list, press [Insert] on your keyboard.

8. Choose the appropriate radio button and click Continue. 

   • Email

     Note: Your agency's email program must be integrated with Applied Epic in order to attach emails to items in Applied Epic.

     1. In Pop-up window that displays, click on the email that you would like to attach to the certificate.
     2. If the email contains an attachment, the Save attached files checkbox is selected by default. If you do not wish to add the email's attachment(s) to this certificate, deselect the checkbox.
     3. Click Finish.
     4. The email subject defaults in the Description field. Change this if desired.
     5. If you wish to delete the email after attaching it, select the Delete original after attaching checkbox.
     6. Click Finish or press [Enter] to add the attachment.

     Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Existing client document
     1. Limit the attachments that display in this list if necessary.

        Use the search bar to display attachments that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of attachments.

        

        1. Click the Edit Filter button .
        2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
        3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
           
           Click the Delete button to remove a filter from the list.
        4. Click Finish when you have applied all of your desired filters.
           
           Hover over the Search where text to see the filter that is currently applied to the list.

        To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

        

        1. Make a selection in the first dropdown menu.
        2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
        • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
        • Contains: Enter at least one character of the search criterion (e.g., part of the description or folder name) in the field to the right.
        • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
        3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
           
           To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
     2. Select the checkbox for each attachment to be added to the certificate.
     3. Click Finish or press [Enter].
   • Existing file
     1. Enter the path to the file you would like to attach, or click Browse to browse to the correct document.
     2. Optionally change the Description of the attachment.
     3. If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
     4. Click Finish or press [Enter] to add the attachment.
        
        Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted, "Do you wish to discard changes?" Click Yes.

To remove an attachment from the certificate, click on the attachment in the list and do one of the following:

1. • Click the Delete button .
   • Press [Delete] on your keyboard.

You are prompted: "Do you wish to delete this record?" Click Yes.