Attachments

Attachments feature will allow Method users the ability to attach one or more files to a record within Method. This feature is pre-built into many but not all existing Method apps with the option to add it to custom apps.

Note there is a 25 mb/attachment limit and 10gb/account. 

In the above example, you see two files have been attached to an estimate.

The email checkbox provides the option to email the attachments to the contact.

For example, if you are viewing an estimate and wish to send it to the customer, any attachments attached the estimate will also be emailed if the email checkbox is selected for the attachments.

F.A.Q.

  1. What type of files can I upload? 
    You can upload any type of file you want, there are no restrictions.
  2. Is there a size limit?
    There is a 25 mb/attachment limit (10 gb/account). A notification will be sent if a file exceeds the size limit.
  3. Are changes made within the Attachments control automatically saved for me?
    If you have an active recordID on screen, any changes made within the Attachments control are autosaved for you (If you upload a file, you don’t need to hit save for the document to save).
  4. Is this available on all Method Stock Apps?
    This is available in all Method's stock apps, except for the Contacts and Send Email apps. They will be included in a later release. 
  5. Can I use attachments when I customize?
    Yes. Please view our Attachments Control article.

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