Attaching Images to Eclipse Record

You can attach scanned images to Eclipse records and transactions. Attach any scanned image, such as invoices, product photographs, or packing lists.

You must first set up a default indexing profile for the user attaching the images, and set that profile to Prompt on Each Index. If the user is not set up with a default profile, the profile defaults to the profile used when attaching the previous image.

To attach images to an Eclipse record:

From any record or transaction in Eclipse, do one of the following to display the Attachment Indexing screen:
Have your Windows file manager, such as Explore, open, and select the image you want to attach. Right-click the image and drag it over the Eclipse screen, and then release the mouse button.
From the Eterm menu bar, select Attachments. Then, browse to the image you want to attach, select it, and click Open.

The file name of the image displays in the Image ID field.
In the Description field, enter the image file identification. By default, the Image ID is repeated here, but you can enter a more memorable name to help you identify the file attachment.
The Document Profile field displays the name of the document profile used for the file. A profile is required because it lets Eclipse know how to index and store the file.

Note: If you change the profile, enter Y at the prompt to replace the current profile with the new profile. Entering N retains the existing profile.

To require authorization to view the image, in the View Auth Key field, select an authorization key for the image. This prevents unauthorized users from viewing the image. For example, assign an authorization key that protects payroll record images from unauthorized viewing.
To indicate that the image can be recalled using a description search, enter Y in the Index Description for Recall field. To prevent searches, enter N.
Enter the following information in the Index Points column for the following index types to make your image file available from more than one Eclipse record. For example, you could make the same blanket purchase order image accessible from both the customer (Entity) and the sales order entry (Ledger) records.

Index	Index point description
User ID	Enter additional pointers to user records.
Entity	Enter extra index pointers to vendor or customer records.
Ledger	Enter additional index pointers to any ledger records, including sales orders, purchase orders, and accounts payable.
Product	Enter extra index pointers to any product.
Activity Log	Attach images to user and customer trackers.
Product Cat	Attach images to Eclipse Web Commerce product categories. This lets you display an image next to its product category on a web page, for example.
MSDS Sheets	Attach an image to all products found in the Product option from an MSDS.

To attach the image to the record, use one of the following hot keys:

Index – Attaches the image to the record and deletes it from the directory from which you copied it.
Index W/O Delete – Attaches the image to the record and leaves a copy of it in the directory from which you copied it.

Note: To verify that the image was attached, exit the record and reopen it. Click the Image Indicator (*i*) at the top of the screen to display the attachment list.