Attach and preview Finance documents
You can attach files to SOWs, bids, proposals, NTP and SLA documents, correspondence, invoices and service agreements. Vendors and purchase orders don’t take attachments.
Who can do this: Admin, Manager
Attach a file
Section titled “Attach a file”When you’re adding a record, select Add files in the form. The files upload when you save.
To add files to an existing record:
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Open the record, such as a bid card on a project or an invoice.
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Select Attach files and choose one or more files.
You can attach PDFs, Word, Excel and PowerPoint files, images, text and CSV files, zip files and saved emails (.eml or .msg). Each file can be up to 50 MB. Saved emails are a good way to keep the message a document arrived with.
Preview a file
Section titled “Preview a file”Select the file’s name or the eye button to open it in Flex CMMS. You can preview:
- PDFs and images
- Word documents (.docx)
- Excel and CSV files
- Saved emails (.eml and .msg), including their attachments
- Text files
Remote images in emails stay hidden until you select Show images. Other files, such as older .doc files, download when you select their name.
Download or delete a file
Section titled “Download or delete a file”Use the download button to save a copy. Use the trash button to delete a file, then select Delete to confirm. Deleting is permanent.
Attachments go with their record. If you delete a bid or an invoice, its files are deleted too.