Attaching files or URL paths in the Attachments tab

  1. Click the Attachments tab in the Optiva object form.
  2. Select the Function Code from the list. The administrator configures the codes that are available for selection.
  3. Click Add Row.
  4. Click Attach. The Attach Document dialog box is displayed.
  5. Click to attach a file or URL path. If you are selecting a file path, avoid using a mapped drive. Use the Uniform Naming Convention (UNC) file path instead. Then, click OK.
  6. Specify a description for the file or URL path in the Description field.
  7. Click Save.