Adding an existing attachment

If the document that you want to attach to a record is already stored in an IPS provider, you can browse to the provider and attach the file.

Note: This feature is only available for IPS providers, which store attachments in a directory on the server. For other EDM provider types, you must add a new attachment.
  1. Click Add Existing Attachment above the Attachments grid.
  2. In the IPS Providers tree, browse to the correct provider and select the Attachments node.
  3. Search for the attachment that you want to add.
    Attachments are not automatically loaded when you select the Attachments node, because a provider with a large number of attachments might take a long time to load. To load attachments, enter any search criteria and click Search.
  4. In the Attachments grid, select the file that you want to attach.
  5. Click Select.
    Infor Operations and Regulations attaches the selected file to the current record.