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Attachment Basics

The Attachment form was created to fill the ever present need that users have for extra fields. There are never enough text fields, date fields, or dollar fields. Users often need more to satisfy their individual company requirements.

The Attachment form is just a big bucket that you can organize to help you store your important data productively. It is a versatile form with searchable fields, indexed date fields, extra dollar fields and a large set of text fields. There is also a percent field, and a field that you can attach any file type to.

A debtor account can have multiple attachments. Store medical information in one attachment, legal information in another, and asset information in a third, for example.

Collect! has a built-in function to help you organize your attachments more effectively. You can categorize your attachment types and access subsets of attachments quickly from the Debtor form's A1, A2 and A3 tabs. For example, with proper setup, you can select the A1 tab to see all attachments of type " credit bureau report." Or, select the A2 tab to see a list of all "legal" type attachments.

The Attachment form is a very powerful feature. With a little planning, you should never be short of any type of field for any type of data.

Attachment form

Accessing Attachment

The Attachment form may be accessed in many ways. Providing you have access to the various menus and forms, you can use one of the following ways to get to the Attachment form.

1. Using the methods listed in Accessing Debtor, open a Debtor form. With the Debtor form on the screen, select the Attachments tab to display a list of existing Attachments for the debtor.

2. Using the methods listed in Accessing Debtor, open a Debtor form. With the Debtor form on the screen, select the any of the tabs labeled A1, A2, A3, to display a sublist of existing attachments.

3. Using the menu bar at the top of Collect!, select Browse to display the drop-down menu. Select Attachments from this menu and the list of existing attachments will appear.

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See Also

- Attachment

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