To add an attachment to an estate management task

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The procedure to add an attachment to an estate management task is as follows:

  1. Using the Advanced search spy-glass (), select Estate Management Task as the Search for and Search by category, and enter the Task ID as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Management Task Details window is displayed.
  3. Click on Attachments. The Attachments tab is activated.
  4. Click on New Attachment 2. The Attach Files window is displayed 3.
  5. Browse to the intended file using the navigation () icon. The file name is displayed in the Browse network files field.
  6. Alternatively, where the intended file is maintained within an Electronic Document Management system, copy its unique web address into the EDM file URL field provided 4.
  7. Enter the Attachment name into the field provided 1.
  8. Use the Description field to add contextual notes that detail the background to the attachment.
  9. Click on Save. The attributes of the file, including the type, are displayed in the Attachments summary table 5.
  10. Repeat steps 4 through 9 to add further attachments to the estate management task.


Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all attached files.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, description, company, status) to ensure that the correct estate management task is returned; an alternative Search by category of Contact, Contact Group or Estate Management Case may be selected to extend the available search fields.

2 This option is inactive for estate management tasks that are set to a status of Cancelled, Bypassed or Complete.

3 File attachments of type DOC, PDF, JPG, GIF, PNG, BMP, HTML, WAV, WMV and MP4 are all supported.

4 The system preference Allow EDM documents as case attachments governs the availability of this option; an Integration Management service configured for the incumbent EDM System supplier must also be operational.

5 All task attachments are automatically associated with the overarching estate management case.


See related topics...

Estate management task administration overview

To remove an attachment from an estate management task

To view individual task attachments within an estate management case

To define a system preference value

Using the search facility