Time to Reach New Heights Client Webinar Series Time to Reach New Heights All About Attachments April 13, 2017

Agenda We’ll Go Over How To… Clone Files Copy Files Join Files Add Notes about Files Lock Files Make PDF Now Lock Bookmarks Export Files Download Files Preview Assembled Content Access File Options Sync to Cloud Folders And more…

File Cloning Set up through DocCopyConfig rules AttachmentFilter, AttachmentTemplates, AttachmentCloning

Copy File Any file can be copied from the File Options menu

Join File When you join files, you end up with one file and one version history

Make PDF Now You can make a PDF file from any Microsoft Word file that was created from a template The Word file will be locked automatically

Bookmarks Locked Locked bookmarks don’t get updated when document data changes

Attach Drawings Icon Can be configured for another Doc type through the DocTypeConfig | ExpressDocAttachFiles rule Allows you to easily attach files attached to a Drawings/Other document

Attach DocType Icon You can add Doc types to this icon through the DocTypeConfig | ExpressDocAttachList rule

Export vs. Download Files Includes “Not Sent” Files Yes No Maintains Folder Structure You can easily remove or add files before action Can be used on any device

Assembled Content If there is someone on the route (past Seq 1), you can preview or save assembled content from the Attachment tab

File Properties

Lesser Known File Options

Cloud Sync When a cloud published document type has a status configured for the Cloud, a column appears

Cloud Platforms

Next Topic Secrets for System Admins May 11th – 1:00 pm EDT Other Webinars Coming Soon: Outbound Email – Personalized for Your Company Working with Projects and Sub Projects