1. Foundation Guide
  2. Attaching Text

Attaching Text

Access a form with the attachments feature available.

  1. On a form where attachments are available, do one of these tasks:

    • To attach text to a form, from the Form menu, select Attachments.

      If attachments exist for the form, click the paper clip button to the right of the status bar.

    • To attach text to a grid row, select the row and then, from the Row menu, select Attachments.

      The Media Objects workspace is split into two panels. The left panel is the button panel and the right panel is the viewer panel (Attachment Manager panel). Icons for any files previously attached to the record appear in the button panel.

  2. In the Attachment Manager panel, click the Attachment Manager Add button.

    The system displays the Attachments window.

  3. Click Text Attachment.

  4. You can use the formatting tools at the top of the Text Attachment Window to format the text of your note.

    To format the text:

    1. Enter the text in the area provided and use the options such as Paragraph, Bold, Italics, Underline, Strikethrough, Bulleted and Numbered List, and so on from the toolbar to format your text. You can use the Insert Table and Insert Image options to insert tables and images.

      Additionally, you can add a horizontal line in your text by clicking the Horizontal Line icon.

      To add a hyperlink to the text, highlight the relevant text, and then click the Link icon in the toolbar, enter the required address, and click the Save icon.

    2. To use an existing template, click the Work with Templates button, and then search and select the template from the Work With Media Object Templates window.

      Note: The templates are created using the Work With Media Object Templates(P98TMPL) application.

    Starting with Tools Release 9.2.7.4, the following new options are available in the editor:

    • Subscript and the Superscript icons to add mathematical formulas. For example, y = x2n + z3n , a1 = a2 + a3, and so on.
    • List Properties option in the Numbered List drop-down to change the properties of the numbered list order.
    • Page Break icon to end the current page and start a new page.

  5. When you finish, click Save.

  6. In the Attachment Manager panel, click Close.