Attachment Types

Note: To use this functionality, you will need the authority, "Edit Attachment Types," (Attachments group). This will allow the adding and / or renaming of "non-system" attachment types.

Attachment Types can be "system" (set up by Insuresoft and applied to Diamond as a whole) OR "non-system" (company specific; established by your company). Examples of these could include: Property Photos (new business policies), Damage Photos (claims), Wage Authorization (policies or claims) or Claim Appraisals (claims).

Basic rules include:

• System: No modifications can be made; these are not visible on the Attachment Types Data Grid. These are only displayed in the levels assigned in the Type combo box when attaching / editing an item.
• Non-System: These can be named; set to enable (in use) or disable (not in use) and associated to one (1) or more levels.
• Neither: Can be deleted.

Add Attachment Type (Non-System)

After selecting Attachment Type from the Company Configuration Tool / Attachment node, click Add to display the Add Attachment Type screen:

• Description: Enter narrative to describe the attachment.
• Enabled: Defaults to "Enable;" attachment type active / available for use.

To assign the type to a specific level or multiple levels:

• Click the Attachment Level Selection button.
• On the Select Attachment Level screen, highlight a single level in the left hand column and click the single right arrow; repeat to "selectively" assign another level. For "All" levels, click to double arrows to move all levels listed to the Destination column.
• Click OK; then Save to add the attachment type to the Data Grid.

Edit / Disable Attachment Types (Non-System)

• Highlight the attachment type in the Data Grid View and click Edit.

• Change the name or even the level.

• Deselect the Enabled field to remove the check; attachment type disabled / hidden in the Type combo box on the Attachment screen.

• Save  your changes.

When making an Attachment, all Attachment Types (system AND non-system) are displayed in the Type combo box for selection when the Attachment is "Edited."