Attaching Documents and Images to Trackers

In addition to appending comments to a tracker, you can also attach documents and images that can clarify or enhance the tracker discussion. To do this, your company must have the Document Imaging companion product.

To attach a document or image to a tracker:

Open the tracker to which you want to attach a document or image.
Do one of the following:

Press Shift-F7.
From the Eterm menu bar, select Attachments.

Browse to the file you want to attach and select it.

The Attachment Indexing screen displays.

In the Description field, replace the default profile description with a more complete description of the attached image, if needed.
In the Doc Profile field, replace the default document profile, if needed, by selecting from a list of available document profiles, such as Signature or Letter.
Use one of the following hot keys:

Index – Cuts the file from the current location and pastes it in the index. For example, if you attach a file from your hard drive, the system removes the file from that location and places it into the indexed file.
Index W/O Delete – Copies the file from the current location and pastes it in the index. The file is then in two places. For more information about attachment indexing, see Using the Attachment Indexing Screen.

Note: Use the *i* hot key in the upper-right corner of the Call Tracking Entry screen to display the attachment.

Press Esc to exit the Call Tracking screen.