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Upload Attachment Screen
- 06 Feb 2023
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Upload Attachment Screen
- Updated on 06 Feb 2023
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Article Summary
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The Upload Attachment screen allows you to locate attachments stored on the device that they may wish to include on the opportunity. The screen is available by clicking%20Button.PNG?sv=2022-11-02&ss=b&srt=o&spr=https&st=2024-04-18T14%3A38%3A54Z&se=2024-04-18T14%3A48%3A54Z&sp=r&sig=5FN9h3%2FxTzWMpXbIikLOPlhx2A3pKrzqifuoucA9inI%3D)
on the Opportunity screen. It displays a device-specific window that enables you to select a file to attach.
The following table describes the screen elements on the Upload Attachment screen.
Screen Element | Description |
Type | Allows you to specify the nature of the attachment by selecting a valid type from a list that is defined on the Admin List Attachment Type screen. Common attachment types often used in Aspire are Photo, Document, Map, Site Map, and Contract. |
Name | By default, Aspire fills in the name based on the name of the file that you attach. This field allows the user to change the name associated with the attachment. |
Expose to Crew | Allows you to make the attachment available to crew leaders in the Crew Mobile app when they are doing work associated with the opportunity. |
Attach to Invoice | Allows you to specify that the attachment will be included as an attachment along with the invoice any time an invoice is emailed to the customer. |
Please click Uploading Attachments in Aspire to view more information from the Aspire knowledge base.
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