Attachment Access Level Configuration

Each attachment is assigned an access level (Public is the default setting), allowing you to determine which employees will be able to access it. Attachment Access Level Configuration allows you to create the desired access levels. You can define a maximum of twenty access levels.

1. From the Home screen, do one of the following:
   

   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   •  Click Home > Configure on the menubar. The Configure screen displays.

2. Click Attachment on the navigation panel or Areas > Attachment on the menubar.
3. Click Access Levels on the navigation panel.
   
   You can do the following from here:
   
   • Add an Attachment Access Level
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Access Level on the options bar.
        • Click File > New > Access Level on the menubar.
        • Press [Insert] on your keyboard.
     2. The active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.
     3. Enter the new attachment access level in the Description field on the right.
        1. If you have more than one language available, the Description you enter populates for every language.
        2. To change the Description that will display in a different language, select the Language from the list or the dropdown menu and enter a Description.
        3. The Update matching descriptions in other languages option defaults as checked or unchecked based on your previous selection for it. The option cannot be changed during this workflow.
     4. Click Finish or press [Enter] to complete the record.
        
        Click Add to add this record and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

   • Edit an Attachment Access Level

     1. Click to highlight the attachment access level in the list and then do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the attachment access level.
        • Press [Enter].
     2. Revise the attachment access level in the Description field on the right.
        1. If the Update matching descriptions in other languages option is selected and descriptions for multiple languages match, any change you make to one description will be applied to the other description after you click Finish. Deselect this box if you prefer to update each description individually.
     3. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.

   • Delete an Attachment Access Level

     Note: Access levels cannot be deleted if attachments in any stage (including Inactive) are associated to them. Disassociate attachments from the access level(s) you want to remove before beginning the deletion process.

     1. Click to highlight the attachment access level in the list.
     2. Do one of the following:
        • Click the Delete button to the left of the list.
        • Click File > Delete on the menubar.
     3. You are prompted, "Do you wish to delete this record?" Click Yes.

   • Print the List of Attachment Access Levels

     1. To print the list of attachment access levels, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. Print this list as you would any other document.