Grid Column

What is this?

Date

This is the date that the document file was attached to the Activity, Note Vendor Invoice , or eForm . This field is blank if the document's status is unprocessed.

Attached To

Indicates whether the document file is attached to an Activity, Note, Vendor Invoice , or an eForm . This field in the row is also a link; click on the link to open the applicable form:

It is possible for a file to be attached to multiple Activities, Notes, Vendor Invoices, eForms, and in any combination. All attachments are listed, in separate rows, on the Attachment Locations form.

Description

This is the first row of text from the Description field, as entered on the Activity, Note, Vendor Invoice , or eForm .

Center

This is the center to which the document is assigned.

Example:

If a file is attached to a Vendor Invoice, then its Center location is Vendor. If it is attached to an Activity logging a policy change request, then the Center location is Customer.

Name

The name of the Center entered on the Activity or Note to which the file is attached.

This field applies only to Employee, User, Company, Customer, Bank, and Broker Centers.

Attached By

For processed documents, this is the name of the employee responsible for attaching the document to the specific Activity, Note, or Vendor Invoice.

If the document's status is unprocessed, then the Attached By name indicates the name of the employee responsible for distributing the document.

Example: If Employee 1 assigns an unprocessed document to Employee 2's User Center, then Employee 1's name appears in the Attached By field.