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Maintaining My Attachments

Use the My Attachments link to add attachments and view, edit, or remove an existing attachment. When an attachment is added, it is uploaded to the alio Vendor Portal server and available to the vendors and administrators.

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Viewing an Attachment

To view an attachment:

  1. Click the My Attachments link. The My Attachments page displays.

  2. In the Attachments grid, click the Document Name link assigned to the document to be downloaded. The Opening [file name] window displays with the Open with radio button selected.

  3. Click to select the application that will be used to open the document immediately; or click the Save File radio button to save the file to the Download folder on your computer or network.

  4. If the document was saved, go to your Download folder to open the document to be viewed.

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Adding an Attachment

Use the Add Attachment page to add documents.

The alio Vendor Portal administrator determines the number of files that can be attached (e.g., 100), the size of those files (e.g., 100MB), and the type of documents that can be attached. The default document types include the following file extensions: doc, docx, txt, xls, xlsx, pdf, ppt, pptx, zip, jpg, and png.

To add an attachment:

  1. Click the My Attachments link. The My Attachments page displays.

  2. In the Attachments grid, click the Add button   to open the Add Attachment page.

  3. In the Document name field, type a descriptive name of the document. You can enter a maximum of 100 alphanumeric characters.

  4. In the Attachment field, click the button to select the path and file name of the file to be uploaded.

Click the Open button to attach the file.

  1. In the Comments field, type a description or other comments about this document.

  2. Click the button to upload the document. The My Attachments page appears with the document displayed in the Attachments grid.

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Editing an Attachment

Follow these steps to rename the document.

  1. Click the My Attachments link. The My Attachments page displays.

  2. In the Attachments grid, click the Edit button . The Edit Attachment page displays.

  3. In the Document Name field, type the new name for the document.

  4. Click the button.

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Removing an Attachment

Follow these steps to remove am attachment.

  1. Click the My Attachments link. The My Attachments page displays.

  2. In the Attachments grid, click the Delete button that corresponds to the attachment to be deleted. The message "Are you sure you want to remove this attachment?" displays.

  3. Click the button to confirm the removal of the attachment. The message "Attachment deleted successfully" displays.

  4. Click  the button to close this message. The Attachments grid is refreshed.

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