Attaching Documents in expense@work and time@work

In time@work and expense@work Employees can attach files to their Expense Forms. This article summarises the setup options for implementing this option.

The configuration of “Attachments” functionality is controlled in System Parameters.

Maximum File Size
You may specify the maximum size of the file/image repository.

File Types
You may list here the file (extension) types that you will allow to be uploaded and assigned from this Form Type. For example:

xs, xlsx, jpg, bmp, doc, dox

If this is left blank then all file types are allowed.

More than one File to one Form
If you have enabled the assignment of files at Form Level (on the Main tab) then here you may enable the association of more than one file to the Form or by leaving the checkbox unchecked you may restrict attachment to one file only.

One File to Several Forms
Check this to allow one file to be attached to more than one Form.

More than one File to one Line
If you have enabled the assignment of files at Line Level (on the Main tab) then here you may enable the association of more than one file to the Line or by leaving the checkbox unchecked you may restrict attachment to one file only.

One File to Several Lines
Check this to allow one file to be attached to more than one Line.

Employee
Check this if an Employee is to be allowed to attach documents uploaded only by himself/herself.

Employee’s Document Group
Check this if an Employee is to be allowed to attach documents uploaded by himself/herself and any other Employee who shares the same Employee Document Group.

Employee’s Company
Check this if an Employee is to be allowed to attach documents uploaded by himself/herself and any other Employee of the same Company.

Employee Company’s Document Group
Check this if an Employee is to be allowed to attach documents uploaded by himself/herself and any other Employee who shares the same Employee Company Document Group.

Anyone
Check this if an Employee is to be allowed to attach documents uploaded only by anyone.