Attach external documents to a record

Use the following instructions to attach external documents to a STRUMIS record:

1.            Create or open a record.
See Create a record or Find and edit an existing record.

2.            Click the Attachments tab.
It looks like this:

3.            Click the Attach button and browse for the external document.
The document that you select is attached to the record and listed in the grid.

§               You can attach a document to a record using standard copy and paste utilities.
Copy a document in File Explorer, then click the Paste button here on the Attachments tab.

§               You can open an attached document.
Select the document in the grid and click the Open button.

§               You can save an attached document to a location in File Explorer.
Select the document in the grid, click the Save As... button, and browse for the location.

§               Attachments can either be stored in the STRUMIS database or on a designated file path, this option can be set in System Options.
STRUMIS recommends against storing documents inside the database as it can have an impact on the overall storage requirements that are associated with large databases.