Except on the Activity tab, all attachments to an item will be listed in a grid. Context menu options will depend on the type of attachments. If the file requires a desktop app for example, a PowerPoint file , the Opening An Opening Click Continue to open the URL in a separate window. For File Link and Folder Link attachments, a dialog window with the path to the file or folder will open. The path must be copied and pasted into a browser or your File Manager. Delete Attachment. Select the Delete Attachment option, then click OK to confirm the deletion.
Deletion cannot be undone. To delete an attachment, permission is required. For entities where you can configure separate Delete permission for attachments, Delete permission is required. Otherwise, Delete permission for the parent entity is required. For attachments to tickets and tasks, system administrators can delete any attachment while all other resources can only delete the attachments they added.
Account Settings Logout. All Files. Submit Search. Which entities can have attachments? File size limits There is no limit to the number of attachments you can make to Autotask PSA entities, like companies or tickets.
Restricted file types Autotask PSA blocks selected file types that have the potential to introduce harmful viruses. Adding an attachment Navigate to the entity you want to attach a file to. Populate the following fields: Field Description General Add attachment to this ticket and its incident s Problem tickets only Select the check box to add the attachment to both the problem ticket and any associated incidents.
This check box only appears when adding a note to a problem ticket that has at least one incident. Type Select how the file will be linked to the entity. Recommended if you want the file to be available to all users with access to the entity. You will be able to do the following:. NOTE The first web connector you configure will be the default one, and all companies in your database are automatically mapped to the default web connector.
You can manually map individual companies to a different web connector, but since you cannot change the default connector or delete a web connector, it is vitally important that you set up your default connector first! You can also configure the integration to support data transfers by multiple QuickBooks users.
Refer to Configuring the integration for multiple users. To configure a web connector, click New. Refer to Adding or editing a single or first web connector. This column provides a visual indication of the success of the 10 last conversations.
Each conversation is represented by a dot:. Conversation was successful, that is, did not generate an error message. Conversation finished but with errors i. Conversation failed, that is, generated an error message. For examples why conversations might fail, refer to Why conversations error or fail. When you see the error or failure icons in the Status Last 10 column, it means that the web connector was unable to establish a conversation at all, or there were issues with the transfer.
The Workplace Outlook Plugin will be displayed in the ribbon. It provides three options: Share from Workplace, Upload and Share, and Preferences: Select one of these options and proceed as described below. Share from Datto Workplace If the file already exists within Workplace, select this option to insert a link to the file into the email.
In Outlook, click New Email. The Workplace Outlook Plugin will be displayed in the ribbon: Click Share from Datto Workplace : Select the project, folder, or file to be shared via the Outlook Plugin: NOTE Information about the selected project, folder, or file is displayed in the lower section of the window.
In creating or editing public shares, you have the following options: Options Definition Project A project is a top-level folder within Workplace. A project is the primary container for all the folders and files that are synchronized by the Workplace service. Projects create the basic organizational structure to store data and control user access. Upload Only projects and folders only Share recipients can upload files via web browser. This is the default selection for project public shares.
Download Files will download automatically when the share recipients clicks the link. There will be no preview in the browser.
Additional Settings Use the and buttons to expand or collapse the additional share settings panel. Advanced Display without branding Directs share recipients to a Web portal interface without branding. File upload limit only available for project and folder shares when the share allows uploads Allows you to limit the size of uploads to a folder or project. Security Emailing to a Public Share is disabled if security settings are enabled, as there is no ability to authenticate via email uploads.
Email validation required The public share recipient will be prompted to enter their name optional and email address required when they access the share.
An email containing a link to the shared item is sent to the address they've entered. To access the publicly shared document, the recipient will click the link.
Separate entries with a comma. Password protect this link Allows you to enter a password that the recipient must enter to access the share. Select the check box, then: Use the and icons to select a precise expiration date and time, or Select a predefined duration from the Select New Duration dropdown. For example, if a share is set to expire after being accessed 5 times, the 6th attempt to access the share will cause the share to become inactive.
In this scenario, the external party trying to access the share will be denied access, however it may appear to a team member viewing the public share settings that the share is still active until the 6th attempted access.
Close - this option will cancel the operation. Upload and Share The Upload and Share option allows you to select a file and upload it to a specified location within Workplace.
Click Upload and Insert Link The file will upload. Navigate to the file you wish to upload and click Open. All Files. Submit Search. To open the page, use the path s in the Security and navigation section above. Click New. Click Download Web Connector.
You will be redirected to an Intuit site. Choose a location and extract all files. Follow the steps in the InstallShield Wizard and accept the license agreement. The list will contain only resources with an API user security level.
Click Download. Click OK. The file is now located in your Downloads or another selected folder. Do not open the web connector from the Downloads or any other folder.
Instead, open QuickBooks as an administrator. You must run QuickBooks as an Admin in single user mode to successfully complete the configuration. The QuickBooks Web Connector dialog box will appear. If this is the first web connector you are configuring, the list will be empty. If required, authorize the new web service and give permission to access the company file.
If you are planning to set up the integration to automatically transfer data to QuickBooks at predetermined intervals, instead of having a QuickBooks user initiate the data transfer, we recommend that you select Yes, always; allow access even if QuickBooks is not running.
Then you don't have to have QuickBooks open for the web connector to pull data out of Autotask PSA, and you would only need to access the web connector to disable or update auto-run, or access the logs. Do not select Auto-Run for this test connection. When prompted, enter the password for the API user account whose credentials are used to access Autotask PSA, and save the password in the connector.
Status bars will let you know when the process is complete. Once the configuration is complete, return to this page and select Auto-Run. Enter a sync interval in minutes. The minimum sync interval is 15 minutes. If you selected Auto-Run and something prevents a successful connection, Auto-Run is suspended for over 90, minutes 62 days or more. Any deletions in QuickBooks will be synced every 24 hours, or manually on demand.
0コメント