System Generated Attachment Configuration

System-generated attachments are automatically attached in the system without user intervention. This function allows you to specify how and where these attachments are saved. All attachments generated by the same Attachment System Event will save with the attachment attributes defined for it in this area. Before using this feature, make sure that the folders you want to use have been created in Attachment Folder Configuration.

You cannot add, edit, or delete the list of system events or their attachments, but you have the option to define attachment information for the system events. Unless you select other options, system-generated attachments are saved as Public at the root level in your folder hierarchy (unless the system event has a preset default folder) and are not client-accessible.

All system events for all markets display in this area. You may disregard any events that are not applicable to your country of operation, as the workflows that initiate them are not available to users in your system. To view a detailed list of system events with their function and market, click here.

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 System Generated Attachments on the navigation panel.
   
   You can do the following from here:
    

   • Edit a System Generated Attachment

     1. Click on a system generated attachment type in the list.

     2. Do one of the following:

        • Click the Edit button to the left of the list.

        • Press [Enter].

     3. If applicable, select an Attachment Folder. The Folder field is required for attachments designated Client accessible.
        
        Some system-generated attachment types have preset default folders. You can modify these defaults if necessary, as well as set default folders and/or subfolders for system-generated attachment types without preset default folders:

     1. Enter the attachment folder Path or click the lookup button in the Path field to locate the folder. A list of attachment folders displays.

     2. Double click the desired folder and subfolder(s) in the Attachment Folders list. If necessary, click the Up One Level button to navigate to a higher folder level.

     3. Click Finish.

     4. Choose the appropriate security Access level for the selected attachment type.
     5. Select Do not purge to exclude this attachment from the Purge Attachments utility. If you select an Expire on date, the attachment will be excluded from purges until that date, after which it will become eligible for purging.
     6. If the Client Access frame is enabled in System Settings, you can determine whether and for how long this attachment is accessible by clients through Applied CSR24 Self-Service Portal. Select the Client accessible checkbox and select a date from the Expire on calendar dropdown if applicable. If the attachment’s availability should not expire, leave the Client access expires after __ days field blank.
     7. Optionally enter Comments.
     8. Click Finish or press [Enter] to complete the workflow.

     Click Cancel to exit the workflow without saving your changes.

   • Print a List of System Generated Attachments

     1. To print a list of the system-generated attachments, 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. The Print window displays. Print this list as you would any other document.