CGI Advantage allows you to upload and attach files created in other applications (for example, Excel spreadsheets and Word documents), to transactions. These files are known as attachments. These attachments are associated with transactions they were 'attached to' and are then treated as an extension of the transaction. If the transaction were to be archived, the attachments would be archived as well. Since attachments are treated like an extension of a transaction, CGI Advantage security applies to these attachments. Thus you will be able to access attachments for only transactions which you are authorized to work with. Also, the Attachments links are only enabled if your security has been setup to allow updates or review.
As attachments are considered extensions of a transaction, the deletion of an attachment from a prior version will not be permanently deleted until the transaction has been successfully processed. A deleted attachment will be marked as pending delete until the transaction moves to Final.
In the Financial application, you can configure the system to send a separate email containing the attachments associated with the version of the transaction being printed to Email output. The attachments email functionality applies only to Final or Historical versions when you use the Print action on the transaction or by Print via the row-level action menu on the Transaction Catalog, and then select Email output. The configuration involves the following:
If ENABLE_ATTACHMENTS_EMAIL is set to True on Application Parameter (APPCTRL), then attachments are sent in a separate email when you use the Print action on a transaction to produce Email output.
You can configure the default subject and message text that appears on the attachments email by creating a record on the External Email and Letter Configuration (ELGT) page in the Financial application and setting the ATTACHMENTS_EMAIL_ELGT_CD value on APPCTRL to point to this Email/Letter Type on ELGT. The Subject and Header Text from the ELGT record is used to populate the subject and message text of the attachments email. If the ELGT record is not found or the ATTACHMENTS_EMAIL_ELGT_CD is not specified, then the subject and message text from the email produced by the Print action is used on the attachments email.
When the system generates the attachments email, attachments are compressed into a zipped file and sent in a separate email. If the transaction has no attachments, the attachment email is not generated. Note that only those attachments stored within the CGI Advantage system are included. If an attachment is stored in an Enterprise Content Management (ECM) system outside of CGI Advantage, it is not included.
A site can configure certain permissions and restrictions on attachments across Advantage using the initialization file - ADV30Params.ini. Additional attachment options can be applied to specific pages, apart from these global parameters using the Attachment Options page. Refer to the “Initialization File Settings for Attachments” and “Attachment Options” topics in the CGI Advantage System Administration Guide for details.