Create a general attachment category to define a new organizational group for general attachments. You cannot change the category of any existing general attachment, so always create an attachment category before creating the attachments intended for it.
When you create a general attachment category, you select its representative icon. Comply Plus provides a variety of icons, but you can create your own custom icons; see Administration: Attachments for details.
To create a general attachment category:
Starting at the administrative Attachments page (How do I get there?), do the following:
1. In the menu on the left, under DATA > Attachments, click New Category.
The New Category page opens, showing fields for defining the new category.
2. Enter the Category Name.
3. Select a representative icon for the new category.
4. Click Save in the lower right.
The new general attachment category is saved. You are returned to the administrative Attachments page, which now shows the new category. You can now create new attachments in this category. (See Creating a General Attachment.)
● Editing a General Attachment Category
● Creating a General Attachment
● Editing a General Attachment
● Deleting General Attachments and Attachment Categories
