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The Files tab in the Applicant Summary shows any files that have been attached to the applicant. For each file, the following details are shown:

• Filename

• Description

• File Type – This is a custom value used to categorise files uploaded to PICSWeb records. Types are maintained in the Document Types section of List and Type Configuration.

• Created date and time

• Last Modified date and time

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Filtering the Files List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press press Enter or select  or select the Image Modified icon to run the search and apply your filters.

• Description/Filename Search

• File Type

• Number of files displayed

Exporting the Files List

Selecting Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding File Attachments

Selecting Add File will  will open the Add File window. Here you can enter the Description for your file attachment, and either drag and drop a file into the box or select it to browse for the file. Once you are finished, select Save to finish.Image Removed

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File Actions

Selecting the ... icon  icon by a file will show the following options:

• Download

• Edit – This will open a window where you can edit the Description and File Type

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   for the file. When you have made your changes, select Save

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   to finish.

• Delete – This will remove the file attachment. You will be prompted to confirm before the attachment is deleted.

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