Working with System Attachments

In this Topic

Actions
Removing Security Access to an Attachment

Attachments provide a way to integrate outside information into AASHTOWare Project. System Attachments are files that are either attached to a specific record or all records.

If other roles have permission to access an attachment, the attachment row will also display the number of roles granted access. You can view or change information in these fields:

Click the Filename link to open an attachment. You can add or change information in the Description and Attorney/Client Privilege fields.

The row Actions menu has the following functions:

Actions

Select Delete to delete a record. Select the Undo button to reverse the delete action. Click the Save button.

Note:To remove security access for a role, select Delete on the role's row. See Removing Security Access to an Attachment .

Select Exclude from Search Results to exclude a record from your search.

Select Select Roles to grant security access to a role. See Granting Security Access To An Attachment.

Click the Save button when you are finished.

Granting Security Access to an Attachment

Depending on your user and role configuration, you can grant security access by user role to system attachments. You can always access the attachments created with your user account, even if your active role is not assigned access to the entity associated with the attachment.

Follow these steps to grant security access to attachments by user role:

Locate the attachment for which you want to grant access.
Choose Select Roles from the Actions menu on the attachment's row.
In the modal window, use the Quick Find search box to locate the role to which you want to grant access or click Show first 10.
Click the row for each role to which you want to grant access. To cancel a selection, click the selected row again.
Click the Add to Attachment button. To delete a row, click the Delete button on the role's row.
Click Save.

Removing Security Access to an Attachment

Follow these steps to remove access to an attached file:

Locate the attachment for which you want to remove access.
Expand the attachment row to display rows for the roles that are assigned access to the attachment.
To remove security access for a role, click the Delete button on the role's row. Select the Undo button to reverse the delete action.
When you are finished, click the Save button.