The Files tab in the Opportunity Summary shows any files that have been attached to the opportunity. For each file, the following details are shown:
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.
Expires date
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Description/Filename Search
File Type
Number of files displayed
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Selecting Add File will open the Add File window. Here you can enter the following details for the file. Once you are finished, select Save to add the file or Cancel to discard it.
Description
File Type – These values are maintained in File Types in Lists and Types Configuration.
Expires date – Selecting this field will open a calendar date selector.
File – Here you can either drag and drop a file into the box or select the field to browse for the file.
Selecting the ... 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 for the file. When you have made your changes, select Save to finish.
Delete – This will remove the file attachment. You will be prompted to confirm before the attachment is deleted.