Attachments

Attachments are files such as images, PDFs, Word documents, and Excel spreadsheets you upload or link to from records.

From a record, select New under Attachments and attach a saved file or link to an online file. After you enter details and save, Financial Edge NXT automatically scans the file for viruses to protect you from downloading malicious content.

Note: While a file is scanning, you can’t interact with it, such as to edit the details or delete it. If Financial Edge NXT detects that a file is potentially malicious, it blocks the upload. We recommend you remove the file from your local machine and contact your administrator. You can also delete the attachment upload attempt from the record.

To open, edit, or delete a saved attachment, select its name or icon from the list.

Attachment types help further identify attachments based on how your organization categorizes them, such as Pictures, Videos, or News clippings.

As you add an attachment, in the Type field, search for the attachment type to associate with it.

To add a new type, you can:

  • Select New from the Type field.

  • Navigate to Settings, Table entries, Attachment type, and select New entry.

Note: You no longer manage attachment types for deposits in the database view because they moved to Settings in their feature area, such as Treasury.