Creating Constituent Attachments

This section provides an overview of constituent attachments discusses how to create and view attachments to constituent records.

Understanding Constituent Attachments

When you create an attachment to a person, organization, or prospect level, you are attaching the file to the highest level of the record; this is the most global level at which you can attach a file. However, prospects are slightly different because menu security can be assigned to prospect records, restricting access to prospect attachments.

Page Used to Create Constituent Attachments

Page Name	Definition Name	Navigation	Usage
Constituent Attachments	AV_CNST_ATCH AV_CNST_ATCH_E	Contributor Relations, Constituent Information, People, Person Attachments Contributor Relations, Constituent Information, People, Organization Attachments	Create and view attachments to a person or organization record.

Creating Attachments

Access the Constituent Attachments page (Contributor Relations, and then Constituent Information, and then People, and then Person Attachments).

This example illustrates the fields and controls on the Constituent Attachments page, Attachments tab. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Attachment Type	Select a value to filter the list of attachments that appear based on type. The values available in this drop-down list are driven by the constituent; the system only displays types that have been assigned to the ID.
Document Date	The system displays the date that the document was created or last updated. This is not the date that the file was attached.
Type	Select a value; the system only displays types that have been defined on the Attachment Types page.
View	Click the link to open the attachment in a new window.
Add	Click to access standard PeopleTools functionality to browse to a file and upload it.

This example illustrates the fields and controls on the Constituent Attachments page, Audit tab. You can find definitions for the fields and controls later on this page.

The Audit tab displays all updates to attachments, including user name and date/time. You can also filter attachments by a Document Date Range.