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Configure Attachment Categories

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2 min readUpdated

Administrator Guide › Configuration › Attachment settings

Attachment settings — Configurations › Attachment Settings › Attachment Categories
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Overview

Attachment Categories classify attachments used in the business operations platform. Administrators use this configuration area to maintain the categories available for documents such as commercial offers and technical offers. Configure Attachment Categories before users begin attaching documents that require consistent classification.

Before you start

  • Sign in to the application.
  • Ensure that you can access Configurations and the Attachment Categories configuration area.

Note: The Attachment Categories area contains existing attachment category records. Use the configuration area to review categories before adding a new one.

Steps

  1. Navigate to Configurations > Attachment Settings > Attachment Categories.

  2. Review the existing attachment category records in Attachment categories to identify whether the required category is already available.

  3. To begin configuring a new attachment category, select New.

  4. Use the category configuration form that opens to provide the required information. Complete all required entries and comply with any format validation displayed for the entry fields.

  5. To locate an existing category before making configuration changes, use the Search box.

Warning: Complete required entries before finalizing a category configuration. The application enforces required-field validation.

Tip: Use clear, consistent category names so that Sales, Purchasing, Warehouse, Project Management, and Finance users can identify the appropriate classification when attaching business documents.

Troubleshooting

  • You cannot access Attachment Categories → You may not be signed in or may not have access to the configuration area → Sign in and open Configurations > Attachment Settings > Attachment Categories.
  • A required-entry validation message is displayed → One or more required entries have not been completed → Complete the required entries shown on the category configuration form.
  • An entry is rejected → The entry may not meet the required format → Review the validation message and enter a value that uses the accepted format.
  • You cannot find an existing category → The category list may contain multiple records → Use the Search box to locate the category.

Result

The Attachment Categories configuration area is open and ready for attachment category maintenance.

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