Adding an attachment

You can use the Attachment Browser to add attachments to IPS providers. For other EDM provider types, use the Attachments grid throughout Infor Public Sector to add attachments.
  1. Select Resources > Attachments > Attachment Browser.
  2. In the IPS Providers tree, browse to the provider to which you want to add your attachment.
  3. Select the Attachments node under the node for the provider.
    Note: When you first select the Attachments node, the Attachments grid will be blank. The attachments in the selected provider are not automatically loaded because a provider with a large number of attachments might take a long time to load. To load attachments you must click Search.
  4. Click the Add button above the Attachments grid.
  5. Select the type of document that you're attaching from the Document Type list.
    The list displays the default document type for the selected EDM provider. You can select a different type, if others are available.
  6. Edit the attributes of the attachment.
    The attributes grid displays the attributes for the selected document type. Click Edit Attributes to set the attribute values.
  7. Specify the file or files that you want to attach.
    You can drag and drop one or more files into the area labeled "Drag and drop files here." Alternatively, you can specify the full path of a file that you want to upload in the File field.

    If you select more than one file to attach, the document information that you specify, such as the title, description, and attributes, will be applied to all attachments.

    The files that you select are displayed in the Files Ready for Upload grid. You can click the View link in the Document Information column to view details and to edit the properties of an attachment.

  8. Click Save.