Any type of file can be added as an attachment to an enquiry. For example, the
most common types are: word documents, pdf files, image files (jpeg, bmp, gif,
tiff etc), and text files.
In order to help ensure that the attachments cannot be easily
modified, it is recommended that PDF format is used and that
the PDF file is set with a password to protect the file from
modification. For example, within Adobe Acrobat the appropriate
settings are as follows:
Scan the letter/fax/other
attachment and save in a pre-agreed letters/faxes/attachments
folder either on your PC or on the network with a clear file
name eg Letter Rutter 03.09.05 (i.e. Document type, enquirer
name and the date).
From the appropriate screen, select Add Attachment>highlight
the correct document and click Open. A document icon will
appear with the file name & document type next to it.
To view the attachment double click on the file name.
NB you can delete the original document from your PC or
network folder as it will now be saved in the MiDatabank
attachments folder.
All attachments linked to
enquiries are saved in a pre-specified directory as part
of the MiDatabank set up process.
Select Administration module>MI Centres Resources>Configuration>Attachment
Storage Directory
