Managing file attachments for permits

Both staff users (on the staff site) and customers (on the public site) can upload files and link them to specific permits. Use the Manage Attachments page to upload a new file to link to a permit, attach an existing uploaded file to a permit, view uploaded files, or delete uploaded files.

1. Go to Front Desk.

2. In the side-bar, click Reserve and select Permits.

3. Search for and select the permit that you want to modify.

4. On the Permit Functions page, click Manage Attachments.

5. Choose one of the following:

• Upload a file that is not yet linked to the customer or the permit.

  1. Click Upload New File.

  2. Enter a Display Name for the new file.

  3. To select a file to upload, click Browse...

  4. Click Save.

• Attach a file to this permit that has already been uploaded to the customer's account.

  1. Click Attach Existing Files.

  2. Select the checkbox for the file that you want to attach to this permit.

  3. Click Add All Selected.

• Change the description of an uploaded file.

  1. Click the File Name of the file that you want to modify.

  2. Enter a new Display Name.

  3. Click Save.

• View an uploaded file.

  • Click the corresponding View link.

• Detach an uploaded file from this permit but leave it linked to the customer's account.

  • Click Detach from Permit.

• Remove the uploaded file from the system.

  • Click Delete.

Related topics

Overview of permits

Uploading a file to a customer account

Return to Reservations