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

2. 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…

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

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

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

6. 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

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

8. 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

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

10. 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

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

12. File Properties

13. Lesser Known File Options

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

15. Cloud Platforms

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