Directory person and directory organization attachment

The Directory Attachments tab

Attachments are documents and images associated with a person or organization. Generally this is used for things like an agency seal or logo, bail bond license, proof of residency, head shot of a person or stamp for document stamping.

Add an attachment

Click Add Attachment to add a row to add the document in the grid.

A new attachment row

  • Type: select the attachment type.

  • Caption: enter a caption for the image.

  • File Name: click Choose File to select a file to attach.

  • Stamp: select to indicate the attachment is a stamp usable by the agency.

  • Bulk Stamp: select to indicate the attachment is a stamp usable in scanning utilities.

  • Resizable: select to indicate the attachment can be resized.

  • Note: enter note about the file.

  • Roles: select the roles that have access to this attachment. If you select none, then it defaults to Everyone.

    The Attachment Access Roles dialog

  • Start Date: set the first date the attachment is usable.

  • End Date: set the last date the attachment is usable.

  • Labels: add labels to organize or group attachments.

Update an attachment

Click Edit Attachment link at the end of the row to make the fields editable. Make the required changes, then click Save.

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