Attaching documents to notification rules

You can attach documents to notification emails. For example, you may want to attach directions to a session site or summary information about a session. You must create the documents you want to attach on your machine or shared server, then attach it to a notification rule.
Note: You can create a session information template in RTF format, using the Microsoft Word® merge-fields capability. This guide does not describe how to create the template. Creating a template requires an understanding of the Microsoft Word merge fields and a knowledge of the Lawson Pattern Language (LPL) database structure and field names required to create the template.

Use this procedure to upload notification attachments to Learning and Development.

  1. Select Learning and Development > Set Up > Notifications > Default Notification Rules.
  2. Open the notification rule to which to attach documents.
  3. On the Attachments tab, click Create.
  4. Specify this information:
    Effective Date

    Required. Specify the effective date.

    Attachment

    Required. Specify the name of the attachment.

    Description

    Specify a description for the attachment. If left blank, the attachment name defaults.

    Active

    The attachment is active by default. Clear the check box to inactivate the attachment.

    Template File

    Click Browse, navigate to the file to attach, and double-click the file. The file name is displayed in this field.

    Title

    Required. Specify the title of the document. The file name defaults in this field. You can change it.

    Mime Type

    Read-only. File type of the file that is being uploaded is displayed.

  5. Click Save.