Creating a File Attachment to an Advisor Project File

Use the following procedure to create a file attachment.

Note: Attached files increase the amount of time some Advisor operations take. Migrate, Import/Export, Deploy, Copy Project, and Preview can take between 0.25 and 0.50 seconds longer per attached file. To improve operation time, keep your attached files to a minimum.

To create a file attachment

1. Navigate to Administration - Product, then Advisor Projects.

2. Select a project.

3. On the Project Files tab, click New.

   A new File Attachment record appears.

4. In the Attachment Name field, click the button to select an attachment name.

5. Enter the directory name and any notes.

   
   

   Note: The combination of the attachment name and the directory name must be unique.

   
   

   The file is added as an attachment to the list of files displayed in the Project Files tab.