Attachment Category form
Completing the Availability tab
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Complete the Availability tab to control which attachment types are valid for the category and the work type (or types) identified by the Applies To key part of this rule.

If no types are selected, the category will be inaccessible. Instead, a default category rule in Work- class will be used for its respective type. This category has no security restrictions. The category name identifies the type's category in attachment lists and other reports.

Category Valid for Attachment Types

Field

Description
File

Select to allow file attachments in this category of the selected work types.
Note

Select to allow note attachments in this category of the selected work types.
Screenshot

Select to allow screen shot attachments in this category of the selected work types.
Scanned Document

Select to allow scanned document attachments in this category of the selected work types.
URL

Select to allow URL attachments in this category of the selected work types.
Correspondence Select to allow the sending of emails in this category of the selected work types.

Process category

Up About Attachment Category rules

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