How To: Contract Attachments

Throughout Loci, users can add their own files and documents to records. The attachments tab is found in some modules of Loci:

Contracts

From the main Contracts page, selecting a Contract ID brings up the Contract record 

From the Contract record page, the Attachments tab can be selected

Attachments are not available within the other Contracts pages

Jobs

From the main Jobs page, selecting a Job ID brings up the Job record 

From the Job record page, the Attachments tab can be selected

Records Management

The Records Management module defaults to Vendors when first opened

From the Vendors menu, selecting a Vendor Name brings up the Vendor record 

From the Vendor record page, the Attachments tab can be selected

Attachments are not available within the other Records Management pages

Using Attachments

From the Attachment tabs of any Module, a user can either drag and drop the necessary file into the Upload Related Files box or selecting the text "Click here to Browse File(s)" and the file explorer will open

Drag and Drop

Click Here to Browse File(s)

Once the file is selected, the user can either remove it with the trash can icon or select to upload the file

A confirmation message will appear at the bottom of the screen

The file will be numbered and icons to download or remove the file will also be present

The attachment can be given a name by clicking the Enter Caption Name text

The attachment can be removed by clicking the trash can and confirming the selection

A confirmation message will appear at the bottom of the screen