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Attachments in Catalyst  

1. To attach a file to an event, you must set up some basic parameters, (date, type, etc.) and save the event by clicking on the or the Save Changes button at the bottom of the page. If you don't you'll receive the following prompt:

Once the event is saved you may attach files by clicking on the Add/Del Files button.

2. Catalyst will launch the standard attachment dialogue box. From here you can either type in the path name of the file you need or, click on the Browse button and browse through your folders and drives to locate the file(s) you need to attach.

 

3. At this point, attaching documents in Catalyst is four-step process:

  1. Browse to the document.
  2. Click the Attach button.
  3. The file name(s) should appear in the attached file box.
  4. Click the Done button.

 

 

4. Repeat these steps as needed until all the required attachments appear in the Filename list, then click Done to verify you are finished with selecting and attaching your files.

 

Note: If a document does not get attached the first time go back and try again. Be sure to click the Done button, this is the part some people miss.

5. Once your documents have been successfully attached, you will see the associated application icons listed as part of your original event.

 

 

6. If you need to deselect or unattach a particluar document, go to the associated event and click on the Add/Del Files button to launch the attachment dialogue box.

 

7. You should now see trash can icons next to each attachment. Clicking on the trash can next to a specific document will remove it from the event.

8. Again be sure to hit the Done button when you are finished to save your changes.


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