Step 4 - Optional: Add the attachment(s)

Use the Attachments tab on the PM Send Documents form to add any existing documents to the generated PDF document(s).

These can be documents that have already been generated using the Create and Send feature, or files added as attachments to the records added to the communication using the Documents tab.

  1. Open the Attachments tab on the PM Send Document form. This tab will populate with all of the attachments associated with the documents on the Documents tab.

The attachment I want to select does not display

There are a few reasons why an attachment won't display:

  • Attachment is not a Create and Send attachment - If the Create and Send Email Attachment box on the Attachment Detail Form was not checked when the attachment was added to the record, the attachment will not display on the Attachments tab. More

  • Attachment is not associated with a record selected on the Documents tab - If the attachment that you want to select is a standalone attachment (not associated with a specific record), it will not display on the Attachments tab. You can click the Attachments icon () at the top of the form to locate and selected a standalone attachment.

Attachments associated with detail records will display

If a document selected on the Documents tab has detail records, any attachments associated with those detail records will also display on the Attachments tab.

For example if a PCO is selected on the Documents tab, any attachments associated with the PCO items will display on the Attachments tab.

Why is the Attachments tab blank?

The Attachments tab will not populate with any attachments when all of the following is true:

  • You used the Send Message option to access the PM Send Documents form.

  • You did not add any documents to the email using the Documents tab.

    When using the Send Message option, the email is not associated with a specific record. That means if no records are added on the Documents tab, then no attachments will display on the Attachments tab.

  1. Select any attachments that you would like to add to the email.
  2. Use the Attachments icon () to find an attachment that does not display on the Attachments tab, or add a new attachment.

Select an existing attachment that does not display in the list

  1. From the PM Send Documents form, click the Attachments icon () if you want to add an attachment that does not display in the list. This will open the PM Send Document Attachments form.

  2. Use the Keyword Search field to find an attachment in the form. This field only searches the File Name and Description columns in this form.

  3. Check the box next to each attachment you would like to select.

  4. Click OK when complete. This will return you to the Attachments tab on the PM Send Documents form, and the selected attachments will now display.

Which attachments display in the PM Send Document Attachments form?

  • Standalone attachments

  • Attachments associated with the records on the Documents tab of the PM Send Documents form. The attachments must be Create & Send attachments (Attachment Detail Form > Create and Send Email Attachment box).

  • Attachments associated with any document record (RFIs, RFQs, ect.) for the currently selected project. The attachments must be Create & Send attachments (Attachment Detail Form > Create and Send Email Attachment box).

Add a new attachment

Add a new attachment to the email. This will add the attachment as a stand-alone attachment in the application and automatically add it to the email.

  1. From the PM Send Documents form, click the Attachments icon () if you would like to add an attachment that does not display in the list. This will open the PM Send Document Attachments form.

  2. Click the Add New button. This will open the Stand Alone Documents form.

  3. Click the Add button at the top of the form. This will open the Attachment Detail Form.

  4. Click the Browse button to find the new file, complete the File name, Description, and Attachment Type fields, and then click the OK button.

  5. Close the Attachment Detail Form.

  6. The added attachment is automatically selected on the PM Send Document Attachments form.

  7. Click OK. This will return you to the Attachments tab on the PM Send Documents form, and the new attachments will be added to the list.

  1. Optional: Select an attachment and click the View Attachment button to view any attachments on the tab.
  2. Go to the next step, configure the PDF document that is sent.