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Attachments

Use the Attachments form to attach an electronic file or files to an Activity, Note ,or Vendor Invoice or an eForm . Applicable file types include email messages, Doc360-compatible files from your network directory, and documents that have already been imported into the system.

It is important to scan your attachments for viruses before adding them to AMS360.

For a list of the Doc360-compatible file extensions, see the topic Doc360 - An Overview.

    ClosedAccessing the Attachments Form

You can access the Attachments data entry form via the Attachments link on an Activity,   an eForm , a Note, or a Vendor Invoice.

ClosedAccessing Attachments from an Activity

Follow these steps to access the Attachments data entry form via the Attachments link on an Activity:

  1. Launch the Activity/Suspense form:

  1. Click the Attachments link to open the Attachments data entry form.

  2. When you are finished using the form, click OK to return to the Activity.

  3. When you are finished entering data on the Activity, click Save & Close .

    ClosedSetting Up the Doc360 Hotspot for Activity Attachments

The Doc360 banner, pictured below, is located above the center menu bar in every center:

When enabled for a specific employee in Doc360 Setup, the Doc360 banner automatically launches the Activity data entry form when the logged-in employee clicks it.

This "Doc360 Hotspot" is a timesaving feature in the on-demand document scanning workflow. Agency employees must attach documents to activities many times throughout the day; the Activity and Attachments forms are essential parts of this routine.

Follow these steps to set up the Doc360 banner as a hotspot for an employee:

  1. Open the Doc360 Setup form.

  2. Expand the Employee Assignments section to view the grid. Highlight the employee name for whom you would like to assign a Doc360 Hotspot.

  1. Click Edit to open the data entry fields.

  2. In the Default Hotspot Definition section, select the option Enable Doc360 Center Hotspot for On-demand Scanning (Activity Form).

  3. Click Update to add the data to the grid.

  4. Repeat steps 2 - 5 until you have enabled the Doc360Hotspot for each employee with document attachment responsibilities.

  5. Click Save & Close .

ClosedAccessing Attachments from a Note

Follow these steps to access the Attachments data entry form via the Attachments link on a Note:

  1. Launch the Note form:

  2. From any center with a menu bar, select New from the Notes menu.

  3. From any form with a toolbar, click the Notes icon where available.

  1. Click the Attachments link to open the Attachments data entry form.

  2. When you are finished using the form, click OK to return to the Note.

  3. When you are finished entering data on the Note, click Save & Close .

ClosedAccessing Attachments from a Vendor Invoice

Follow these steps to access the Attachments form via the Attachments link on the Vendor Invoice data entry form :

  1. Launch the Vendor Invoice form:

  2. Access a new invoice form through the Actions menu of the Financial and Vendor Centers. First click Actions on the menu bar, and then select New Vendor Invoice from the list.

  3. Access an existing invoice form through the Invoices tab of the Vendor Center. First click the tab, then click the specific invoice link to open the Vendor Invoice form.

  1. Click the Attachments link to open the Attachments data entry form.

  2. When you are finished using the form, click OK to return to the Vendor Invoice.

  3. To save the attachment to the invoice, click Post ; if the invoice has been fully paid, save the attachment to the invoice by clicking Save or Save & Close .

ClosedAccessing Attachments from eForms Manager

Follow these steps to access the Attachments form.

  1. Launch eForms Manager:

  2. Access a new integrated eForm from the eForms Menu.  Create the new eForm.

  3. Access an existing integrated eForm from the appropriate customer and policy number.  

Only AMS360integrated forms can have attachments.  

  1. In the hierarchy on the left, select the form to which you want to add an attachment. Right-click and select Attachments to open the Attachments data entry form.

  2. When you are finished using the form, click OK to return to eForms Manager.

See the Attachment Selections section below for more information about completing this data entry form.

  1.  Click Save or Save & Close .

    ClosedUsing the Attachments Form

    ClosedImport a File From Your Network Directory

Follow these steps to import a Doc360-compatible file by attaching it to an Activity, Note, or Vendor Invoice:

  1. Open the Attachments form.

  2. This form provides three options as means to attach a document file from your network directory to the Attachments grid:

Options to Attach a Document

How-to?

Attach Files Link

In the File Selection box, select the Attach File link to open a window with which you can browse your network directory for the document to attach. Select the file and click Open. The file appears as a row in the grid.

Paste Clipboard

Select a file from your network directory, and then use your right-click menu to Copy the file. When you click the Paste Clipboard button , the file appears as a row in the grid.

Drag and Drop

With the Attachments form open, select a file on your local drive and then drag it over the grid by holding down the mouse button. When you release the button, the file appears as a row in the grid.

Some file extensions (for example, .gif) do not include a registered default application. When you try to enter such a file in the grid, you receive a system warning that asks whether you would like to proceed. If your agency has licensed software that can open and edit a file of this type (for example, MicrosoftPaint® ), click Yes to attach the file to the Documents grid. If not, consider saving a new file for your document, with a different extension.

  1. When you are finished attaching files, then click OK. Attachments closes, and you return to the initial form: either an Activity, Note, or Vendor Invoice. Notice that the Attachments link now includes a number at the end (i.e., the number of files that you just attached).

  2. When you are finished entering data on the Activity, Note, or Vendor Invoice form, click Save & Close to close the form.

    ClosedAttach File From Within the System

    ClosedSearch For and Attach File within the System

The Attachments form provides a link to the Doc360 Search form, through which you can search the system for a file that has already been imported.

Follow these steps to access the Doc360 Search form:

  1. Open the Attachments form. See the Accessing the Attachments Formearlier in this topic.

  1. To attach a document file that has already been imported into the system, select the Attach Doc 360 File link in the File Selection box. This launches the Doc360 Search form. You can search for either processed or unprocessed documents.

To attach an unprocessed document, you must be authorized to view all unprocessed documents for the specific agency employee to whom the document is assigned. For more information, see Doc360 Setup > Doc360 Setup Sections > Employee Assignment Data Entry Fields > Authorized to View Unprocessed Documents For.

  1. When you have completed your search and made your selections, click OK to close the Doc360 Search form. Files from the Doc360 Search > Results grid now appear in the Attachments grid.

  2. When you are finished attaching files to the Attachments form, then click OK. Attachments closes, and you return to the initial form: either an Activity, Note, or Vendor Invoice. Notice that the Attachments link now includes a number at the end (i.e., the number of files that you just attached).

  3. When you are finished entering data on the Activity, Note, or Vendor Invoice form, click Save & Close to close the form.

    ClosedCopy and Paste a File from within the System

The Copy to Clipboard button appears under the My Documents tab in the User Center, and under the Documents tab in all other centers except Financial and Sales.

Follow these steps to create a copy of a document file:

  1. To enable the Copy to Clipboard button , select at least one document under the Documents or My Documents tab.

  2. Click the button. The system creates a copy or copies of the selected document(s).

  3. Open the Attachments form. See Accessing the Attachments Formearlier in this topic.

  4. Click the Paste Clipboard button . The file copies appear in the grid rows.

  5. When you are finished attaching files to the Attachments form, click OK. Attachments closes, and you return to the initial form: either an Activity, Note, or Vendor Invoice. Notice that the Attachments link now includes a number at the end (i.e., the number of files that you just attached).

  6. When you are finished entering data on the Activity, Note, or Vendor Invoice form, click Save & Close to close the form.

    ClosedAttach Email

You can attach an email message or messages to an Activity, Note, or Vendor Invoice. The Attachments form provides a link to the Attach Email form, through which you can search for and select email messages from your Outlook® application (or another system-compatible email application).

Follow these steps to access the Attach Email form:

  1. Open the Attachments form. See Accessing the Attachments Form earlier in this topic.

  2. In the File Selection box, select the Attach Email link to open the Attach Email selections form. (See the Attach Email topic for information about using this form.)

You can also select an email message from your mailbox and drag it to the Activity or Attachment window.

  1. When you have completed your search and made your selections, click OK to close the Attach Email form. Files from the Attach Email grid now appear in the Attachments grid.

  2. When you are finished attaching files to the Attachments form, then click OK. Attachments closes, and you return to the initial form: either an Activity, Note, or Vendor Invoice. Notice that the Attachments link now includes a number at the end (i.e., the number of files that you just attached).

  3. When you are finished entering data on the Activity, Note, or Vendor Invoice form, click Save & Close to close the form.

    ClosedAttachments Selections

Field/Group Name

What is this?

File Selection

Field Name

What is this?

Attach File

Click this link to open a window with which you can browse your network directory for the document to attach.

It is critical that you scan your file attachments for viruses before attaching them. Once an attachment is saved to the database it cannot be deleted. An attachment with a virus can potentially harm your system.

Attach Email

Click this link to open the Attach Email form, through which you can search for and select email messages from your Outlook® application (or another system-compatible email application).

Attach Doc 360 file

Click this link to open the Doc 360 Search form, through which you can search the system for a file that has already been imported.

Paste Clipboard

Click Paste Clipboard to insert a file that you have previously copied to your working clipboard.

To copy a file to your clipboard, select it in your network directory, and then use your right-click menu to Copy the file. When you click the Paste Clipboard button, the file appears as a row in the grid.

If you select to attach a file larger than 100mb and save it to the database, you will receive a message that the file is too large. Consider saving a reference to the file on disk (network location).

Backend Scanning

These fields are useful to your agency if you regularly generate business transactions for documents prior to the actual scanning of the documents. These fields allow you to create attachment placeholders for a specific document, so when the document is ultimately scanned, you can easily attach it to the correct Activity, Note, or Vendor Invoice.

To see these fields in AMS360, you must optimize your Doc360 feature set for the back-end scanning workflow. For more information, see Workflow: Use Doc360 - Back-end Scanning > Setting Up Doc360 for Back-end Scanning > Enabling Back-end Scanning Options. If you haven't optimized Doc360 for back-end scanning, then these fields are hidden.

Field Name

What is this?

# of Pending Attachments

Enter the number of document files that will be attached to this Activity, Note or Vendor Invoice, once the documents are scanned.

This is the number of placeholders that will appear in the Attachments grid when you click the Create Placeholders button.

Create Placeholders

When you click this button, one row appears in the Attachments grid for each placeholder you designated in the # of Pending Attachments field.

Each placeholder row includes a system reference number. The Description defaults as Pending Attachment. You can enter a different description in the cell, or Edit the data fields for the row.

Cover Page Print Options

In the back-end scanning workflow, the cover page is important because it includes the system reference number for the document file.

The employee who scans the documents must match the cover page reference number to the system reference number that has been applied to an attachment placeholder.

The reference numbers ensure that the correct file attaches to its proper Activity, Note, or Vendor Invoice.

Type

What is this?

One for Each Document

You can print a separate cover page for each document to be attached to the Activity, Note, or Vendor Invoice. (Each cover page will include one system reference number.)

Alternately, you can print a single cover page to accommodate all documents to be attached to this Activity, Note, or Vendor Invoice. (One cover page will include all the placeholder reference numbers entered on the form.)

One for All Documents

Print

Click this button to print the document cover page or pages.

Third-party Attachments

This group box appears only if your agency has enabled Doc360 features for third-party vendor imaging. For information about setting up these features, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup.  

This group box appears only if you accessed Attachments from the Activity data entry form. You can't attach a third-party document to an eForm , Note or Vendor Invoice.

Field/Button

What is this?

# of Attachments

Enter the number of third-party document files that will be attached to this Activity.

This is the number of placeholders that will appear in the Attachments grid when you click the Create Attachments button.

Create Attachment(s)

When you click this button, one row appears in the Attachments grid for each placeholder you designated in the # of Attachments field.

Each placeholder row includes a system reference number. The Field Name and Description default as Third-party Document. You can modify this text by clicking Edit to expand the data entry fields for the row.

Link to Doc Vendor

Click this button to provide your third-party imaging application with Doc360 information about these pending attachments (e.g.,  the system Reference #, applicable customer name and/or policy number, vendor name, etc.).

The following actions occur when you click the Doc Vendor button:

  • Doc360 generates an .xml file, with which it communicates document information to the third party application.

  • The third-party application launches; data from the .xml file defaults into relevant fields within the application.

Next, from within the application, you can assign the actual scanned files to the integrated system information you just imported from Doc360. (See the Help documentation for your third-party imaging program.)

    ClosedAttachments Data Entry Fields

To access these data entry field you can select the attachment in the grid and choose edit or double-click the attachment in the grid.

Field Name

What is this?

Reference #

View-only. The system assigns a unique reference number to each electronic file.

The key to the number's prefix sequence is: [2-digit year]+[2-digit month]+[2-digit day].The number's suffix is system sequential for the day.

Example: You attach a file to an Activity on April 3rd, 2006. It is the fifteenth file to be processed in the agency system that day. The system assigns this reference number to the document: 060403-15.

Size (KB)

View-only field. This is the size of the document file, in kilobytes. Keep the following in mind regarding the Size field:

  • If you clicked the Create Placeholders button to create the row you are currently editing, then the size of the file is 0 until the actual document is scanned and attached. For more information, see the topic Workflow: Use Doc360 - Back-end Scanning.

  • If you clicked the Create Attachments button to create the row you are currently editing, then the size of the file is 0. For more information about setting up third-party vendor imaging features, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup.

File Name

Enter a meaningful file name that will help identify the document in the system.

The File Name for third-party documents defaults as Third-party Document; this can be changed. For more information about setting up third-party vendor imaging features, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup.

Ext

View-only field. This represents file extension suffix (e.g., the file extension .xls appears as XLS).

Description

Enter a description of the file to help identify it in the system.

The Description for each placeholder row defaults as Pending Attachment. Enter a different description to help identify it as the proper placeholder for the correct document file. The description is useful in the process of verifying the matched pending attachments, after the actual document is scanned.

The Description for third-party documents defaults as Third-party Document; this can be changed. For more information about setting up third-party vendor imaging features, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup.

Storage Location

The Document Storage Location is maintained under Doc360 Setup > System Configuration. See the Doc360 Setup topic for more information.

Attachments saved to the database prior to Document 360 were automatically encrypted.

The storage location text defaults as Document Mgmt Vendor for those documents managed using a third party vendor. For more information about setting up third-party vendor imaging features, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup.

Document Type

From the list, select the type of correspondence that best describes the document, based on the document's applicable business transaction.

Security Class

Enter a Security Class for the document.

Be aware that for any classification other than Unrestricted, the recipient of the document must have proper Security Group authorization in order to process the document. See Workflow: Set Up Doc360 Security for more information.

If you entered a placeholder using the back-end scanning options, classifying the row as Restricted (Hidden) prompts a system warning:

"You are assigning a pending attachment to a Restricted (Hidden) classification. The Employee matching the documents may not have access to this security. Do you wish to continue?"

If this employee is able to access such a classification, then click Yes. If not, modify your Security Class selection to enable the employee's access.

If you entered a placeholder using the Third-party Attachments options, the classification you select here determines users' access to the document (applies only to user access withinAMS360):

  • View file and index information about the document and open the document in the third-party application (Full Access)

  • View file and index information about the document - cannot open the document in the third-party application (View Only)

  • No access to the document; all index information related to the document is entirely hidden (No Access)

For more information, see Workflow: Set Up Doc360 Security.

Index 1

Index 2

If your agency utilizes index keywords or numbers as a means to search and retrieve documents, enter an index word or number using your agency-defined indexing method.

In the search and retrieval process, the system matches index keyword data either as a prefix or as a sequence within the word. It matches data exactly as the text is entered in the field. To prevent data entry errors, enter data in this field with care.

Deleting file after saving

This option only appears when saving a file from disk into the Database storage location. By checking the option, the file is deleted from it's original location when the activity is saved.

Comments

Enter comments in this text box that are required, or which might be helpful to the recipient.

Example: If you are submitting a vendor invoice to a manager for review. You might include the purchase order number in the Comments box.

Text Preview

This field appears when you select to add a new attachment by selecting New from the Attachment grid heading bar.

To help identify the document in the system, you can copy/paste or transcribe text (or a portion of text) from the attached document into this field.  

 

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© 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 10:58 PM