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To edit activity attachments

Clicking Edit on the Activity Attachment window sets the INTENT_TO_EDIT column in the Activity_Attach table to the concatenated DateTime + User ID value to indicate that an attachment has been opened for editing by a specific user. If INTENT_TO_EDIT is populated, then a second user is not allowed to open the activity attachment for editing. If you attempt to edit a record that is being edited by another user, a message displays informing you that another user is editing the file, and that you can open a read-only copy of the file. If you attempt to edit a file that you already have open for editing, a message displays informing you that you are currently editing the file and that you should save or cancel your previous edits.

Once you have an activity attachment open for editing, you can make any necessary changes, and use the save functionality in the associated application (usually the Save As feature) to save a local copy of the file in a location other than the temporary folder created by iMIS. However, any changes you make to this copy will not be applied to the iMIS database. Changes are only saved to the iMIS database when you click Save on the Activity Attachment window.

Note: When activity attachments are saved to the database, iMIS creates a folder in a Temp directory (for example, C:\Documents and Settings\Username\Local Settings\Temp\iMIS attachments).

Note: If more than one user logs into a terminal server installation of iMIS as MANAGER and attempts to edit an activity attachment, iMIS saves to the database and to the Temp directory, the activity attachment that is first saved on the Activity Attachment window.

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Find a customer's record.
  3. Double-click the activity with the attachment you want to edit. The Activity Detail window displays.
  4. Click Attachment to open the Activity Attachment window.
  5. Select the attachment you want to edit.
  6. Click Edit. iMIS opens the attachment in the appropriate application, if the application associated with the file is on your system.

    Note: If the application associated with the file is not on your system, iMIS displays a message informing you that an application viewer is not available and that the file cannot be edited. You can still open the file from your Temp directory and choose an application in which to open the file. However, any changes you make to this copy will not be applied to the iMIS database. Changes are only saved to the iMIS database when you click Save on the Activity Attachment window.

  7. (Optional) Click Save on the Activity Attachment window to save your changes.

See Also

Attaching Documents to Activity Records

Activity Attachment window

Attaching files to activity records

To attach a file to an activity record

To create an activity and attach a file

To view activity attachments

To view activity attachments

To delete activity attachments


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