Manage Attachments

Task is used to add an attachment from either a file or a scanned document.  Attachments can be added to a Household Note, Community Note, Legal Transaction, MINC Files, Household Transaction, Fixed Assets or an Accounts Payable Invoice, or a Work Order or Inspection.  For each of these you can attach a document (Word, Excel, PDF, JPG, text file, etc.) or from a scanned document if you have a scanner or FAX machine attached to your computer.  You define where you want to allow attachments at System Administration > Maintain Lookup Tables - Business Constants.

You are limited by file size for attachments from a file or a scan.  You will receive an error if the size of the attachment exceeds 1 MB.

If you wish to implement Document Imaging and the associated electronic storage of these images, please contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 to learn about rates and how to get started.  To be able to use a scanner or other peripheral, you need to navigate to File > Scanner Setup to select that device.

How do you get here?

Household Detail General Tab Receive Verification Forms (Click the paperclip icon on the Track Verification Forms Step)

or

Household Detail Notes Tab Tasks Manage Attachments

Insert Note (Add Attachments Step)

Maintain Note (Add Attachments Step)

For a Household Note with an existing Attachment and click the paperclip icon .

or

Household Detail Legal Tab Tasks Manage Attachments

For a Legal Transaction with an existing Attachment and click the paperclip icon .

or

Household Detail Transactions Tab Tasks Manage Attachments

For a Transaction with an existing Attachment and click the paperclip icon .

or

Community Detail Notes Tab Tasks Manage Attachments

 Insert Note (Add Attachments Step)

 Maintain Note (Add Attachments Step)

 For a Community Note with an existing Attachment and click the paperclip icon .

or

Unit Detail Maintenance Tab Fixed Assets Tab Tasks Add Fixed Asset to Unit (Add Attachments Step)

 Maintain Selected Fixed Asset (Add Attachments Step)

 For a Unit Fixed Asset with an existing Attachment and click the paperclip icon

or

Occupancy and Compliance Detail Manage Vacancies Tab Tasks Receive Verification Forms  (Click the paperclip icon on the Track Verification Forms Step)

  Review Certification for Approval

or

Occupancy and Compliance Detail Annual Recertification Tab Tasks Receive Verification Forms (Click the paperclip icon on the Track Verification Forms Step)

 Review Certification for Approval

or

Occupancy and Compliance Detail MINC Tab USDA Budgets Tab Tasks Manage Attachments

For a USDA Budget File with an existing Attachment and click the paperclip icon .

or

Occupancy and Compliance Detail Legal Tab   Tasks Manage Attachments

For a Legal Transaction with an existing Attachment and click the paperclip icon .

or

Accounts Payable Detail General Information  Receive Invoice

Maintain Selected Invoice/Credit Memo

Receive Credit Memo

Receive Credit Memo for Selected Invoice

For an AP Invoice or Credit Memo with an existing Attachment and click the paperclip icon

or

Accounts Payable Detail Invoice  Receive Invoice

Maintain Selected Invoice/Credit Memo

Receive Credit Memo

Receive Credit Memo for Selected Invoice

Invoice Attachments

For an AP Invoice or Credit Memo with an existing Attachment and click the paperclip icon in the Attachments Data Window

or

Work Detail Attach Documents

or

Maintenance Detail Attach Documents

To Add or Maintain an Attachment:

The left-hand side of the window will list all attachments.

• Click the Open link to open the highlighted attachment.

• • PDF and JPG files attached from a scanner or a file can be viewed from this window.  All other file types will have the message "Unable to preview this attachment - Click here to open".

  • Clicking either of these links will open the attachment in the appropriate application.

  • If you are in the Review Certification for Approval task, click the Popup link to add or maintain an attachment.

• Click the Scan link to scan in new attachment.

• • Select the Source - either PDF or JPG,

  • Enter a Description for the attachment, and

  • Click the Scan button to begin scanning your attachment.

  • • If your scanner is not found, you will receive the following message:  "Property Manager was unable to open the default TWAIN device.  Please make sure your scanner is installed and powered on."

    • Navigate to File > Scanner Setup to select a device, if one has not been previously selected.

• Click the Edit link to change the Attachment Description.

• Click the Delete link to delete the attachment.

• • Click OK to delete or CANCEL to return without deleting.

  • Once you click OK, the attachment will be gone and there will be no way to get it back.  Please make sure you have selected the correct attachment before deleting.