Directory person and directory organization attachment

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.

Type: select the type for the attachment.
Caption: enter a caption for the image.
File Name: click Choose File to select a file.
Stamp: defines this attachment as a stamp usable by the agency or Directory Person.
Bulk Stamp: defines this as a stamp usable in scanning utilities.
Resizable: allows the stamp to be resized.
Note: enter note about the file.
Roles: select the roles that have access to this attachment. Click to open a dialog with available roles. If you select none, then it defaults to Everyone.
Start Date: first date image is usable.
End Date: last date image is usable.
Labels: add labels to organize or group attachments.

Creating a stamp and selecting the Stamp field is a critical step of the digital signature process.

Update an attachment

Click the edit attachment icon at the end of the row to make the fields editable. Make the required changes, then click Save.