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Attach a Word file to a person

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Carlos_211
Super Contributor.

Attach a Word file to a person

Hi everybody !!

I would like to know how can I attach a word file to a person record or to a Service call record

This is, for example, to add a Curriculum vitae to a person or to add a Data sheet or whatever you need to a service call.

Thanks in advance!!

Carlos
4 REPLIES
Rubem Andrade
Outstanding Contributor.
Solution

Re: Attach a Word file to a person

Hi Carlos ,

I could ask you to see the help online but instead of this I copy the information to you as following :

Setting attachment settings
With the attachment settings, you determine how Service Desk will process attachments when users attach files to items. A third-party ftp server must be installed and configured with a user account and folder for Service Desk before you enter the attachment settings.

To set the attachment options:
Choose System from the Tools menu.
In the administrator console, select the System Panel node.
Double-click the Attachment Settings icon in the view.
In the Attachment Settings dialog box enter the following data:
Enter the Name of the attachments server, the Username (account) and Password that Service Desk will use to connect to the server.
Enter the path of the Target folder, this is the folder on the attachments server where the attachments are stored. It must exist before you configure these settings.
Check the Use passive FTP if you do not want to use active FTP. Using passive FTP has the advantage of allowing firewalls to be set up between the application server and file server that open up specific ports for transfer and control.
You can test the connection by clicking the Test connection button. Test connection creates a test directory on the file server, this test directory is named: test-. This may be needed when troubleshooting.
The Save attachments in background check box allows background saving of attachments, the only advantage of this is that the user does not notice a delay when saving an item. This can be useful when the network connection is very slow, and waiting for the save function to complete would tie up the system for an inordinate length of time. Using this feature is not recommended except for slow connections. The system assumes the attachment will save successfully and no notification is given if the save fails. If the save action fails happens the attachment is lost and the situation will remain unnoticed until the file is recalled, and it cannot be retrieved.

Adding attachments
An attachment can be any file. For example, you could attach the minutes of a meeting concerning a specific problem.

To add an attachment:
Open the item to which you want to add an attachment.
Click Attachment in the toolbar or choose Attachment from the Insert menu.
Locate and select the file you want to add.
All attached files are displayed in the attachment display at the bottom of the data form.

NOTE:
Depending on your role's authorization, you can open, add or remove attachments of different items. Ask your system administrator for more information for which items you can open, add or remove attachments.

Im using this both to person than ServiceCall to attach any file, doc , txt or whatever I need.

Regards,
RA
Carlos_211
Super Contributor.

Re: Attach a Word file to a person

Of course, thanks a lot for your answer but I have another small quetion: ¿which file server should I use If I am using a windows environment with 20-25 users and less then 100 calls per day?

My problem with attachments was that i thought that I had to create a new field to ad the atachment, but then I realized that that field is by default in all forms in the toolbar.

Carlos
George M. Meneg
Acclaimed Contributor.

Re: Attach a Word file to a person

Hello Carlos,

You can use the ftp server included in IIS. It works like a charm and it is very easy to manage.
menes fhtagn
Carlos_211
Super Contributor.

Re: Attach a Word file to a person

Thanks. I was already configuring IIS, but I wondered If it was enought or it wasn't. NOw I know it is. I will use it.

Thanks ;-)

Carlos