Pathway: Setup > Account >Attachment Type
Attachment Type Setup provides a way to categorize and organize different types of files uploaded to an account or site.
Field Descriptions
Add an Attachment Type
To add an Attachment Type, use the following steps. Once created, the attachment type will be available anytime an attachment is being added.
Application of Attachment Type
The Attachment Type is utilized when adding an Attachment associated with an Account via the Attachments tab of the Photos, Attachments, Purchase Orders, and Waste Profiles screen (paperclip icon) on the Account screen.
Permissions
Related Articles
Add Photos, Attachments, Purchase Orders and Waste Profiles to Accounts