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*Willem Van Den Brink (Deactivated)

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Introduction

A user is not limited to only type in text comments, but is also able to insert attachment(s) to the POV commentsComments, which can be the illustration to the main POV comments Comments (i.e. additional charts and substantial pieces of text).


CONTENT

Table of Contents

How to add an attachment to POV

comments

Comments?

To add an attachment to the POV

comments

Comments  the following steps need to be completed:

1. Go to “Manage attachments” in

"Actions" section

the Comments menu:

CONTENT

Table of Contents

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2. When this button is clicked, a popup is opened. This popup contains the list of uploaded attachments and the control to upload the new attachment. To upload the file the user should  press press "Upload a File" and select the necessary document:

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3. From this list you can also delete existing attachments by clicking on the recycle bin symbol next to the right of the attachment.

What are the specifics of attachments functionality?

  • By default the attachments of the following types: .txt, .doc, .xslxls, .ppt, .pdf (maybe more) and not bigger than 20Mb 20MB are allowed. This can be configured via the application settings.
  • Every action with an attachment is tracked and visible in the “View history” window. The possible actions are “Attachment added” and “Attachment deleted”.
  • The attachments functionality follows the same security policy as for the regular narratives: Reader can only view attachment; Editor, Locker and Unlocker can add and delete attachments etc.
  • Attachments are displayed at the top bottom of the POV comments Comments box. The name and size of the attachment and (probably) the creation date are shown . Each attachment should also have with an appropriate icon by representing the file type.
  • If there are no POV comments Comments then they should be created at the moment of adding the first attachment.
  • If the user exports the report then the attachments are not shown at the top bottom of the POV comments Comments box.
  • If the report uses master narratives report functionality, then the same rules as for the regular POV comments Comments are applied

What is the difference between attachments and regular POV

comments

Comments?

  • Copy from the previous month Previous Period copies only POV comment Comments and not attachments
  • Subsidiary comments Comments do not display the child entity attachments
  • Copy subsidiary comments does not copy the child Subsidiary Comments copies only Subsidiary Comments and not any child entity attachments