international alert users association conference november 7 & 8, 2013 lisa segree
TRANSCRIPT
![Page 1: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/1.jpg)
International Alert Users Association Conference
November 7 & 8, 2013
Lisa Segree
![Page 2: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/2.jpg)
![Page 3: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/3.jpg)
![Page 4: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/4.jpg)
![Page 5: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/5.jpg)
![Page 6: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/6.jpg)
What are Alert Attachments?
Any electronic document or image you want to store with your Alert data
![Page 7: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/7.jpg)
Attachment ExamplesTicket delivery directionscustomer purchase orders
Customer insurance certificatessigned bidstax exempt forms
Sales Itemsphotosmanufacturer flyers
Rental Class & Fixed Assets user manualmaintenance manualcheck-in checklistphotos
Venuelayoutsmaps
Work Orderparts ordered
![Page 8: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/8.jpg)
Why use Alert Attachments? 1. Ease of access – having everything you need to run your business accessible from one program - Alert
![Page 9: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/9.jpg)
Why use Alert Attachments? 2. Accessible by all* Alert users
Files are no longer stored on one workstation or hiding in someone’s email
Example: Counter staff can attach insurance forms at the counter and the accountant can access them from the back office.
(*with appropriate security level)
![Page 10: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/10.jpg)
Why use Alert Attachments? 3. Organization – files at the right place at the right time
![Page 11: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/11.jpg)
Why use Alert Attachments? 4. Better Customer Service
Never again waste a customer’s time searching for their insurance or tax exempt forms
![Page 12: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/12.jpg)
Why use Alert Attachments? 5. Give your customers confidence
Have equipment user guides available to printHave all the details for common venues
available (maps, room dimensions, ceiling heights, maximum capacity)
![Page 13: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/13.jpg)
Questions onAttachment Basics?
![Page 14: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/14.jpg)
![Page 15: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/15.jpg)
![Page 16: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/16.jpg)
Creating Attachments
Attachments are created using programs on your workstation
![Page 17: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/17.jpg)
File TypesYou can use any* file type Your workstation must have the appropriate program to open the file type (just like email attachments)
*Some types of attachments must be specific file types
![Page 18: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/18.jpg)
Common Attachment File TypesMicrosoft Word
Adobe
Microsoft Excel
Windows Picture Viewer.jpeg
.xls/xlsx
.doc/docx
*PartyCAD files need to be saved as pdf files
![Page 19: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/19.jpg)
Creating Attachments Creating attachments is as simple as creating a document in Word, Excel, etc.
The trick is saving it in the right place on the server
![Page 20: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/20.jpg)
Here comes the tricky part – get ready….
![Page 21: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/21.jpg)
![Page 22: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/22.jpg)
Basics of Saving Attachments 1.All attachments must be saved on the server
2.All files must be saved in very specific folders on the server
![Page 23: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/23.jpg)
Basics of Saving Attachments 3.Alert will tell you exactly where on the server to save each attachment
4.The attachment screens in Alert store the file name, so that Alert knows which file to access from the specified folder
![Page 24: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/24.jpg)
Step 1:Create files on workstation in appropriate program
![Page 25: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/25.jpg)
Step 1:Create files on workstation in appropriate program
Step 2:Save files on server in specific folder
![Page 26: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/26.jpg)
Step 1:Create files on workstation in appropriate program
Step 2:Save files on server in specific folder
Step 3:Use Alert on workstation to access file stored on server
![Page 27: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/27.jpg)
Step 1:Create files on workstation in appropriate program
Step 2:Save files on server in specific folder
Step 3:Use Alert on workstation to access file stored on server
Step 4:Alert opens the appropriate program on workstation to view document. It can be printed from this program
![Page 28: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/28.jpg)
Storing Files on the ServerAll files for attachments must be stored on the server, in specific folders
Just like a filing cabinet customers
attachments
Media
![Page 29: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/29.jpg)
How do you know where to save the attachment on the server?
All files for attachments must be stored on the server, in specific folders
Alert uses screens like this to direct you to the folder on the server where you need to save the file
![Page 30: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/30.jpg)
Retrieving AttachmentsThe attachment screens in Alert store the file name so that Alert knows which file to access from the specified folder
![Page 31: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/31.jpg)
Saving Attachments on the Server
On the workstation
Right click on Desktop
Select New…Shortcut
Creating a desktop shortcut to the attachment folders on the server:
![Page 32: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/32.jpg)
Saving Attachments on the Server
Browse to the network server and find the attachment folder specified in Alert
Creating a desktop shortcut to the attachment folders on the server:
![Page 33: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/33.jpg)
Saving Attachments on the Server
Linux/Unix (Samba Share) WindowsTicket\\alert_linux\attachments \\servername\alertwin\content\attachments Customer\\alert_linux\attachments\cust_key# \\servername\alertwin\content\attachments\cust_key# Venue\\alert_linux\attachments \\servername\alertwin\content\attachments Sales\\alert_linux\attachments \\servername\alertwin\content\attachments Rental Class\\alert_linux\attachments\safety \\servername\alertwin\content\attachments\safety Fixed Asset\\alert_linux\attachments\safety \\servername\alertwin\content\attachments\safety Media Files\\alert_linux\attachments \\servername\alertwin\content\attachments
*these are not exact but similar to what it should look like
![Page 34: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/34.jpg)
File Naming ConventionsUse all lower case lettersDo not use spaces or special characters in the file name (can use numbers and underscore)Keep the name short (8-10 characters long for most types of attachments)
![Page 35: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/35.jpg)
Questions on creating and saving
attachments?
![Page 36: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/36.jpg)
![Page 37: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/37.jpg)
* New to Version 15
![Page 38: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/38.jpg)
Setup
![Page 39: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/39.jpg)
![Page 40: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/40.jpg)
Codes SetupCounter 3Process safety notes/attachments at counterOn reservations,
contracts, or both
![Page 41: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/41.jpg)
Sales Items
![Page 42: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/42.jpg)
Sales
![Page 43: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/43.jpg)
SalesEditattachments
![Page 44: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/44.jpg)
SalesEdit attachmentsF5 Add
![Page 45: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/45.jpg)
SalesEdit attachmentsF5 AddDrop down box choose
file name
![Page 46: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/46.jpg)
SalesEdit attachmentsF5 AddDrop down box choose file nameCtr? = view/print
at the counter
![Page 47: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/47.jpg)
Questions on Sales Itemattachments?
![Page 48: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/48.jpg)
Customer
![Page 49: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/49.jpg)
What makes a good Customer attachment?
It's unique to this customer, but applies to more than one ticketApplies to one job but multiple tickets
Examples: Credit applications, tax exempt forms, customer purchase orders, insurance certificates
![Page 50: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/50.jpg)
Customers
![Page 51: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/51.jpg)
CustomersEdit Attachments
![Page 52: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/52.jpg)
CustomersEdit AttachmentsF5Add
![Page 53: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/53.jpg)
CustomersEdit AttachmentsF5AddDrop down box choose file name
![Page 54: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/54.jpg)
CustomersEdit AttachmentsF5AddDrop down box choose file nameCtr? =view/print
at the counter*Most customer
attachments are NOT viewed at the counter
![Page 55: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/55.jpg)
Notes on Customer attachmentsCan be viewed/printed at counter if marked Can be added from the ticket or work order attachments screen
![Page 56: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/56.jpg)
Questions on Customer attachments?
![Page 57: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/57.jpg)
Purchase Order
![Page 58: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/58.jpg)
What makes a good PO attachment?It's specific to the vendor or items
Example: Packing slip from the vendor, documentation from the vendor specific to the items (model numbers), quote from the vendor, signed copy of ticket from the customer for special orders
![Page 59: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/59.jpg)
Purchase Order
![Page 60: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/60.jpg)
Purchase OrderEdit Attachments
![Page 61: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/61.jpg)
Purchase OrderEdit AttachmentsF5 Add
![Page 62: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/62.jpg)
Purchase OrderEdit AttachmentsF5 AddDrop down box choose file name
![Page 63: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/63.jpg)
Purchase OrderEdit AttachmentsF5 AddDrop down box choose file name
![Page 64: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/64.jpg)
Questions on POattachments?
![Page 65: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/65.jpg)
Work Order
![Page 66: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/66.jpg)
What makes a good Work Order attachment?
It's unique to this repair
Example: Receipt for parts from outside vendors, warranty information
![Page 67: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/67.jpg)
Work Order
![Page 68: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/68.jpg)
Work OrderEdit Attachment
![Page 69: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/69.jpg)
Work OrderEdit
Attachments F5 Add
![Page 70: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/70.jpg)
Work OrderEdit
Attachments F5 AddDrop down box choose file name
![Page 71: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/71.jpg)
Work OrderEdit
AttachmentsF5 AddDrop down box choose file name
![Page 72: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/72.jpg)
Notes on Work Order attachmentsViewed/printed at counter Can be added to Estimates
![Page 73: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/73.jpg)
Questions on Work Order attachments?
![Page 74: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/74.jpg)
Ticket
![Page 75: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/75.jpg)
What makes a good Ticket attachment?
It's unique to this ticket, this event
Example: Layout of tables for a wedding reception
![Page 76: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/76.jpg)
Ticket
![Page 77: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/77.jpg)
TicketEdit attachments
![Page 78: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/78.jpg)
TicketEdit attachmentsF5 Add
![Page 79: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/79.jpg)
TicketEdit attachmentsF5 AddT=Ticket
C=Customer
![Page 80: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/80.jpg)
TicketEdit attachmentsF5 AddT=Ticket
C=CustomerDrop down box choose file name
![Page 81: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/81.jpg)
TicketEdit attachmentsF5 AddT=Ticket
C=CustomerDrop down box choose file name
![Page 82: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/82.jpg)
Notes on Ticket attachmentsViewed/printed at counter Can be added to Reservations and Contracts*
*depending on setting in Codes Setup
![Page 83: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/83.jpg)
Questions on Ticket attachments?
![Page 84: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/84.jpg)
Venue
![Page 85: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/85.jpg)
What makes a good Venue attachment?
It's specific to the locationApplies to more than one ticket, event, and customer
Example: Maps and measurements of rooms, photos of décor, delivery, and contact info
![Page 86: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/86.jpg)
Codes Setup
![Page 87: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/87.jpg)
Codes SetupVenue venue
attachments tabEdit addDrop down box
choose file attachment
![Page 88: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/88.jpg)
Codes SetupVenue venue
attachments tabEdit add
Venue attachment - \\servername\alertwin\content\attachments\
![Page 89: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/89.jpg)
Codes SetupVenue venue
attachments tabEdit addDrop down box
choose file attachment
![Page 90: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/90.jpg)
Codes SetupVenue venue attachments tabEdit addDropdown box choose file attachmentCTR? =view/print
at the counter
Venue\\servername\alertwin\content\attachments
![Page 91: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/91.jpg)
Notes on venue attachmentsCan be viewed/printed at counter if marked CTRCan be added on the fly from the ticket venue dropdown
![Page 92: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/92.jpg)
Questions on Venueattachments?
![Page 93: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/93.jpg)
Rental Class & Fixed Asset
![Page 94: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/94.jpg)
Safety Notes, Attachments & Media Files
The Rental Class and Fixed Asset records have two kinds of safety notes
Traditional Safety Notes – printed text notes Attachments – files in many format types
They can also both have Media FilesJPEGsPDFs
![Page 95: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/95.jpg)
Safety Notes
Attachments
.doc/x
.xls/x
.jpg
Traditional Safety Notes
![Page 96: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/96.jpg)
Traditional Safety NotesPrinted text noteDefault to print the first time the contract is printed, can be selected after that, will always pop up with the option to printAlways include: customer name, ticket number, item number and description, and date and time of printing Example: Safety instructions, critical specifications,
special handling requirements
![Page 97: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/97.jpg)
MacCaughey & Ballard Constr. Bid# 235946 Print Date: 28-OCT-08 15:02:50
MacCaughey & Ballard Constr. Bid# 235946 Print Date: 28-OCT-08 15:02:50
![Page 98: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/98.jpg)
Traditional Safety Notes vs. Attachments
Traditional Safety Notes are great for insurance purposesget a signature as proof that your customer was given
safety instructions or additional safety gear was offered
always include the ticket info, customer name, equipment and time stamp
Traditional Safety Notes always default to print the first time you print a contract
![Page 99: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/99.jpg)
Traditional Safety Notes vs. Attachments
Attachments can be in any formatUse manufacturer provided safety instructionsUse VSI-FAX to email these along with the ticket to a
customer (must be pdf)You can always use a combination of both!
Use manufacturer provided safety sheets Get a signature and have proof of contract, customer,
equipment and time stamp
![Page 100: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/100.jpg)
What makes a good Rental Class Attachment/Safety Note?
It applies to all or most of the items in the rental class Something you want to view/print at the counter about these items
Example: user guides
![Page 101: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/101.jpg)
What makes a good Fixed Asset Attachment/Safety Note?
It applies to just a few items in this Rental Class Something you want to be able to view/print it at the counterFixed Asset Traditional Safety Notes override Rental Class Safety Notes and will print instead of the Rental Class Note Example: The user manual for the one Bobcat brand
skid steer you own
![Page 102: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/102.jpg)
Traditional Safety Notes
![Page 103: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/103.jpg)
Setup
![Page 104: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/104.jpg)
Codes Setup
![Page 105: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/105.jpg)
Codes SetupRental Class
Note Library Tab (even for FA notes)
EditAdd
![Page 106: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/106.jpg)
Codes SetupRental Class Note Library Tab (even for FA notes)EditAddEnter Key -often RC # or descriptor (like FUEL)Rental or Sales
![Page 107: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/107.jpg)
Codes SetupRental Class Note Library Tab (even for FA notes)EditAddEnter KeyRental or SalesSeq allows you to put more than one note per key Enter in note text, save
![Page 108: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/108.jpg)
Codes SetupStoreSafety Notes Queue
(for each user)
![Page 109: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/109.jpg)
Rental Class and Fixed Asset
Safety Notes and Attachments
![Page 110: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/110.jpg)
Rental Class/Asset
![Page 111: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/111.jpg)
Rental Class/AssetEdit Safety Notes
![Page 112: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/112.jpg)
Rental Class/AssetEdit Safety NotesF5 Add
![Page 113: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/113.jpg)
Rental Class/AssetEdit Safety NotesF5 Add
113
Safety Notesunder Key
Attachmentsunder Attachment
![Page 114: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/114.jpg)
Rental Class/AssetEdit Safety NotesF5 AddDropdown box choose note
![Page 115: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/115.jpg)
Rental Class/AssetEdit Safety NotesF5 AddDropdown box choose noteText will appear in preview box
![Page 116: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/116.jpg)
Rental Class/AssetEdit Safety NotesF5 AddEscape, then enter (to get out of safety note add)Dropdown box choose file attachment
![Page 117: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/117.jpg)
Rental Class/AssetEdit Safety NotesF5 AddEscape, then enter (to get out of safety note add)Dropdown box choose file attachmentChoose Y or N for include at the counter
![Page 118: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/118.jpg)
Notes on Rental Class and Fixed Asset Safety Notes/Attachments
Have the option to view/print at the counterAttachments for Bulk items can now be added to the Fixed Asset*
*New in V15
![Page 119: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/119.jpg)
Questions on Rental Class and Fixed Asset
safety notes and attachments?
![Page 120: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/120.jpg)
Media Files
![Page 121: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/121.jpg)
Notes on Media FilesJPEG images or PDF files -only one per RC/FA record
JPEGs Images of your Rental items can be viewed when
searching for rental items at counter Need to be small size photos
PDFsAny PDF file you don’t want to always pop up at the
counter to view/printShow as Red X in the searchCan still be viewed at counter
![Page 122: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/122.jpg)
Why use Media Files?New counter staff and warehouse staff can easily view items so see what they are or show them to a customer
Oneida Surge Oneida MetraMini Excavator Mini Excavatorwith Bucket with Auger
![Page 123: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/123.jpg)
Why use Media Files?Gives you the option to Attach PDFs (like repair manuals) that you want to store with your item but you don't want to pop up with every contract
![Page 124: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/124.jpg)
Rental Class
![Page 125: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/125.jpg)
Rental ClassAdd file name
![Page 126: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/126.jpg)
Assets
![Page 127: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/127.jpg)
AssetsSpecs tabAdd file name
![Page 128: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/128.jpg)
Questions on media files?
![Page 129: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/129.jpg)
![Page 130: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/130.jpg)
Example:Ticket, Customer, Venue
(all 3 can be added at the counter)
![Page 131: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/131.jpg)
From the Counter ` How do venue attachments get added to the ticket?
By adding a venue to the JO/PO box
F4 Name
![Page 132: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/132.jpg)
F4 NameSelect a venue from listAttachmentsMarked ctr added to Ticket attachments
Can add on the fly at the counter from here
![Page 133: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/133.jpg)
F4 NameSelect a venue from listAttachmentsMarked ctr added to Ticket attachments
Can add on the fly at the counter from here
![Page 134: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/134.jpg)
TicketEdit attachments
![Page 135: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/135.jpg)
TicketEdit attachments
Ticket attachment added at the counter
Venue attachments appear here because the venue is added to the JOB/PO box
Customer attachments appear on the ticket because it was added to the customer account and marked ctr, but could be added at the counter
![Page 136: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/136.jpg)
Save/print pop up box
![Page 137: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/137.jpg)
Save/Print pop up boxCheck the attachments to view to screenClick print
![Page 138: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/138.jpg)
Save/print pop up boxCheck the attachments to view to screenClick printView/print from program they open in
![Page 139: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/139.jpg)
Example: Rental Class and Fixed Asset: Attachments, Safety Notes, Media Files and Sales attachments
![Page 140: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/140.jpg)
F5 Rent
![Page 141: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/141.jpg)
F5 RentRental Item search or keyword searchClick on PICT
![Page 142: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/142.jpg)
F5 RentRental Item search or keyword searchClick on PICT
![Page 143: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/143.jpg)
F5 RentRental Item search or keyword searchClick on PICTUpper image Rental Class Media FileLower image Fixed Asset Media FileClick on thumbnail to view
![Page 144: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/144.jpg)
F5 RentRental Item search or keyword searchClick on PICTUpper image Rental Class Media FileLower image Fixed Asset Media FileClick on thumbnail to view
(Rental Class image)
![Page 145: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/145.jpg)
F5 RentRental Item search or keyword searchClick on PICTUpper image Rental Class media fileLower image Fixed Asset media fileClick on thumbnail to view
(Fixed Asset image)
![Page 146: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/146.jpg)
F5 RentRental Item search or keyword search or calendar availability screenClick on PICT
![Page 147: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/147.jpg)
F5 RentView Fixed Asset specifications
![Page 148: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/148.jpg)
F5 RentView Fixed Asset specificationsF9 PDF
![Page 149: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/149.jpg)
Save/print pop up box
![Page 150: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/150.jpg)
Save/print pop up boxCheck the attachments to view to screenClick print
![Page 151: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/151.jpg)
Save/print pop up boxCheck the attachments to view to screenClick printView/print from program they open in
Nikki’s Construction Contract #157257 Print Date 28-OCT-12 14:15:128444-0002 Mini Excavator
![Page 152: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/152.jpg)
Questions on attachments from the counter or work
order?
![Page 153: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/153.jpg)
![Page 154: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/154.jpg)
Notes on Emailing AttachmentsMust have VSI-FAXAll attachments you wish to send must be in PDF formatAttachments must already be linked to the ticketChoose which ones you wish to sendSame process for both tickets and WO
![Page 155: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/155.jpg)
Save-view/fax/select printer fax/email screenOK
![Page 156: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/156.jpg)
Save-view/fax/select printer fax/email screenContinuePop-up box
![Page 157: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/157.jpg)
Save-view/fax/select printer fax/email screenContinuePop-up boxCheck the attachments to include in emailClick print
Save-view/fax/select printer fax/email screenContinuePop-up boxCheck boxFax/Email
![Page 158: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/158.jpg)
Questions on emailing attachments?
![Page 159: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/159.jpg)
Step 1:Create files on workstation in appropriate program
Step 2:Save files on server in specific folder
Step 3:Use Alert on workstation to access file stored on server
Step 4:Alert opens the appropriate program on workstation to view document. It can be printed from this program
![Page 160: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/160.jpg)
Questions on attachments?
![Page 161: International Alert Users Association Conference November 7 & 8, 2013 Lisa Segree](https://reader035.vdocuments.net/reader035/viewer/2022062516/56649d835503460f94a691cd/html5/thumbnails/161.jpg)
FINISH