Add an attachment

Overview

This article guides you through the process of adding an Attachment to a Member.
The article is divided into the following ten topics:

Prerequisites
   Role
   Scope
   Format
   Size
Use case
Navigation
   Branch level
Upload an attachment
Download an attachment

 

Prerequisites

Role

Your Role must have the Manage member Permission.

 

Scope

You must have a Role within the Branch the Member "Belongs to".

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Format

File formats that can be uploaded are:

.avi .bmp .csv .doc .docx

.gif .jpg .jpeg .msg .pdf

.png .pptx .txt .xls .xlsx

 

Size

Files must not exceed 10MB in size.

 

Use case

The Attachment section enables you to add files related to the Member (such as signed contracts or proof of legal age etc). Each file uploaded displays the date/time the file was last uploaded, and by whom.

 

Navigation

Attachments are added at Branch level within the Branch the Member "Belongs to".

 

Branch level

To add an attachment:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Members

 

Upload an attachment

To upload an attachment to a Member:

		Select the Member from the Member list
		Click on Attachments
		Click Add attachment
		Upload a file Note: The file must be avi, bmp, csv, doc, docx, gif, jpg, jpeg, msg, pdf, png, pptx, txt, xls or xlsx format and not exceed 10MB in size. There are two ways to do this: Drag and drop the file from your computer to the space provided Click Browse to select a file from your computer
		Preview the file If you do not wish to upload the file, click  then browse or drag and drop a new file
		Click Save
		The uploaded file is displayed with the file name, the date/time the file was last uploaded, and by whom. Note: Uploading a file with the same name as an existing Attachment will not override the existing file. Instead, both files will retain their name, therefore you will see two Attachments with the same file name. As the files are listed in order of when they were uploaded, the second file will sit closer to the top of the list

 

Download an attachment

To download an Attachment to your computer:

		Select the Member from the Member list
		Click on Attachments
		Click on the file you wish to download
		For most files, click on the downloaded file displayed at the bottom of your browser to open the file Alternatively, click on the arrow to the right of the downloaded file, then select Open Save the file to your computer
		For files that open inside your browser (such as image files), right-click on the image then click Save image as to save the file to your computer