Client Attachments

In Client Attachments, you can access attachments associated to selected clients. You can add an attachment, edit the attachment’s description, view the attachment, save an attachment, and delete attachments.

When you access client attachments from Desktop Navigation, the Attachments button in the Client Information section displays a visual indication (a blue dot) on the top right if there is at least one client attachment on the client account. To quickly identify the attachments on the client account, hover over the button to display the Description for each attachment. If there are four or fewer attachments, all display. If there are five or more attachments, the three most recent attachments display along with the number of additional attachments available.

Adding Attachments

  1. Access Client Attachments via the list buttons, menu or options bar.
  2. The Client Attachments screen displays. Click the Add button to locate the file to attach it to the client.
  3. The attachment displays in the list. The description of the file defaults with the file name. Click within the Description field to change it, if necessary.
  4. Click the Save As button to save the selected attachment on your computer if needed.
  5. Click OK to add the files as attachments to the client, or click Cancel to discard the changes.

Adding Attachments Using Drag and Drop

  1. Select one or multiple files on your computer.
  2. Click and drag the files to the screen in Applied Rating Services and drop them anywhere on the screen where the  mouse icon displays when hovering over it.
  3. The Client Attachments screen displays. The description of the file defaults with the file name. Click within the Description field to change it, if necessary.
  4. Click the Save As button to save the selected attachment on computer if needed.
  5. Click OK to add the files as attachments to the client, or click Cancel to discard the changes.

Editing Attachments

  1. Access Client Attachments via the list buttons, menu or options bar.
  2. From the list of attachments, select the attachment you want to edit.

    Note: If you have trouble finding an attachment, sort the list in ascending or descending order by clicking the heading of the column you want to sort by. If attachment details are truncated, adjust the column width by clicking and dragging the edge of the column heading to view the entire attachment detail.
  3. Click in the Description field to edit the description of the selected attachment.
  4. Click OK to save the changes.

Viewing Attachments

  1. Access Client Attachments via the list buttons, menu or options bar.
  2. Select the attachment you want to view from the list of attachments.

    Note: If you have trouble finding an attachment, sort the list in ascending or descending order by clicking the heading of the column you want to sort by. If attachment details are truncated, adjust the column width by clicking and dragging the edge of the column heading to view the entire attachment detail.
  3. Click the View button.
  4. The attachment opens in the program designated for its file type.

Exporting Attachments

  1. Access Client Attachments via the list buttons, menu or options bar.
  2. Select the attachment you want to export from the list of attachments.
  3. Click the Save As button.
  4. Navigate to the folder where you want to save the attachment on your computer.
  5. Click the Save button.

Deleting Attachments

  1. Access Client Attachments via the list buttons, menu or options bar.
  2. Select one or multiple attachments in the list.
  3. Click the Delete button.
  4. Click the Yes button to confirm the deletion.