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To view activity attachments

  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 view. The Activity Detail window displays.
  4. Click Attachment to open the Activity Attachment window.
  5. Select the attachment you want to view.
  6. Click Open. iMIS opens the document 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 informs you that there is no application available to open the file, and that a copy has been placed on your system. You can 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.

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 edit activity attachments

To delete activity attachments


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