Add Attachments to Secure Message (Global)

To add attachments to a new secure message while in Global context, you can Attach from Local Device (Select Files or Scan Files) or Attach from Global Document Repository.

Help Topics on This Page

- Attach from Local Device
- Attach from Global Document Repository

Attach from Local Device

- Select Files
- Scan Files

Select Files

Note: Supported file types are: doc, docx, pdf, tif, tiff, jpg, jpeg, bmp, txt, and xml. In version 4.5.0 and later, rtf is also supported. Htm, html, xls, xlsx, ppt, and pptx are not supported.

Complete the following steps to select a file (with a supported file type) from your local device and attach it to a secure message: 

  1. From a secure message (new, draft), click the attachments button. It may be labeled Add Attachments, or Add or Edit Attachments. Message Type must be valued to enable the attachments button. The system displays the Attachments dialog box.
  2. On the Attach from Local Device tab, click Select Files.
  3. Locate the file to attach and click the file name, then click Open. To attach multiple files at one time, press CTRL while making selections. To select several files in a row, press Shift while making the first and last selections. The files are uploaded to the secure message.
  4. Select a Document Type for each uploaded file.
  5. Click OK to save and return to the secure message. The attachments are listed below the Add or Edit Attachments button.
  6. If you want to remove an attachment, click the red x icon next to the file name.
  7. If you want to add or edit attachments, click Add or Edit Attachments

Scan Files

See the Scan Files topic for help.

Attach from Global Document Repository

Complete the following steps to select a document from the Global Document Repository and attach it to a secure message: 

  1. From a secure message (new, draft), click the attachments button. It may be labeled Add Attachments, or Add or Edit Attachments. Message Type must be valued to enable the attachments button. The system displays the Attachments dialog box.
  2. On the Attach from Global Document Repository tab, select the check box of each document you want to attach to the secure message.
  3. Click OK to save and return to the secure message. The attachments are listed below the Add or Edit Attachments button.
  4. If you want to remove an attachment, click the red x icon next to the file name.
  5. If you want to add or edit attachments, click Add or Edit Attachments
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