Uploading Attachments in the VMS?

Question

Is it possible to have option to upload a .pdf in Dataloy VMS?

Answer

Yes, by using the Remarks and Attachments option.

To add an attachment: 

  1. Decide where to add the attachment and click the small most right-hand field of a row.
  2. The Remarks and Attachments dialogue box opens.
    Note: If no previous remarks have been entered, the attachment field is by default disabled. Activates once a remark is entered.
  3. Click or create the remark to add an attachment to and click Save.
  4. It is now possible to upload an attachment in the lower panel attachment field.

  5. In the attachment field click Add.

  6. A pop-up will open. Locate and select item to be uploaded.
  7. Click Open. The pop-up will close and the attached item display as a row in the attachment stating name, size and date attached. It is now saved against the remark.
  8. Close the Remarks and Attachment box.
  9. If only a remark is added the Remarks and Attachment field will change colour to orange, if both remark and attachment is added the record field will both turn orange and display a paperclip symbol.

    Example:

    No remark/attachment    
              Remark added to record             Remark and attachment added to record.