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Adding Attachments to an Asset Activity Report

Each asset activity report can include attachments to the report. Attachments can be a file, folder, a text note, or a URL. The report’s status must allow for contents to be defined in order for attachments to be included with the report.

When you print a report to a printer, you can select the file attachments that you want to print with the report. For information about printing attachments with asset activity reports, see Printing an Asset Activity Report.

This topic explains how to add an attachment to an asset activity report.

To Add an Attachment to an Asset Activity Report

1.	Open the asset activity report to which you want to add attachments.

2.	On the Report view, select Attachments tab, then the Report tab. All report attachments are listed.

3.	Click New. The Attachment dialog appears. For example:

4.	Complete the following information:

Setting Name

Description

Type

The type of object being attached. You can select from: • File: You can attach files with standard formats. If the file is not on a shared network drive, you can select Embedded so that other users can access it. • Folder: You can attach any folder. Folder contents cannot be embedded. If you attach a folder, ensure that it will be available to other users to view (that is, it is shared on your network). When a user views this attachment, the system displays it in a Windows Explorer window. • Note: You can enter any text and attach it to the object. When you select this option, enter your text in the Note box. • URL: You can enter any URL to attach to the object. For example, you could enter a web page address or a local network path. When a user views this attachment, the system displays it in the default Web browser.

5.	If you selected File, Folder, or URL in the previous step, you must enter one of the following:

File	Enter the path to the file that you want to attach. To browse for the file, click . On the Open dialog, the Supported Files list displays the acceptable formats. If the file is not on a shared network drive, you should embed it so that other users can access it.

Folder

Enter the path to the folder that you want to attach. To browse for the folder, click . Folder contents cannot be embedded. If you attach a folder, ensure that it will be available to other users to view (that is, it is shared on your network). When a user views this attachment, the system displays it in a Windows® Explorer window.

URL	Enter the URL (Uniform Resource Locator) that you want to attach. For example, you could enter a web page address or a local network path. When a user views this attachment, the system displays it in the default Web browser (for example, Microsoft® Internet Explorer).

6.	Enter the following information:

Setting Name

Description

Description

Enter a descriptive title for this attachment. This title will be used when displaying the list of items attached to this object.

7.	If you selected a file type of Note, enter a descriptive note in the section below.

8.	Click OK. The attachment is included with the report.

9.	Repeat steps 3 to 8 for each report attachment that you want to include with the asset activity report.

10.	Select the Sections tab to view attachments that are included with any of the report sections. For more information about adding an attachment to a report section, see Adding Attachments to an Asset Activity Report Section.

11.	When you are finished, close the Asset Activity Report window.