Attachments - Attachment Type Node

Attachment Type defines the type of file, such as ID, Insurance Card, Intake Forms, and so on. To create a new Attachment Type, highlight the Attachment Type node and click the plus button in the sidebar to create a new record. Name the Attachment Type and save. When "Show this type as a node in attachments" checkbox is checked, the Attachment Type will display as a new node in the Attachments sidebar.
The new Attachment Type can be set on any unlocked attachments to display the attachment within that specific attachment type node.
Was this article helpful?
0 out of 0 found this helpful