Adding Attachments

Table of Contents

You may drag and drop attachments from emails to the PCR database using Portal. First, you will first need to locate the record you wish to add them to.

Add to Current Record #

  1. Using the PCR Viewing Pane access the name record you wish to add the attachment to
  2. Drag and Drop the email into the record
  3. Select the attachments you would like to include from the popup

Add to Recently Viewed #

Instead of opening the current record in PCR you can also drag and drop when the record you wish to add to is displayed in the recently viewed. When utilizing this method you just need to drop the email into the correct record.

By dropping the email into the Global Attachments option, the attachment will be made available from any record within the system.

Add/Update Resume #

When dragging and dropping the new attachment in Portal you will also see the option to Add/Update Resume. Dropping the item here will save the new attachment as the current resume for the record, rather than as a standard file attachment.