Attachments in the Navigator

An attachment is a file that you upload and store with a reservation or booking. A drawing differs from an attachment because it references a file stored elsewhere in your database.

Add an attachment

  1. Open the parent reservation in the Navigator.
  2. Select the reservation or booking.
  3. Select the Attachments tab.
  4. Select New.
  5. In the Attachment window, enter a description or leave the field blank to use the file name.
  6. Optional: Select a value in Type.
  7. Optional: Enter information in Notes.
  8. If you want the attachment to be available to everyday users, select Display on web.
  9. Select the search icon and browse to the file you want to attach.
  10. Select OK.

Edit, view, or delete an attachment

  1. Select the attachment on the Attachments tab.
  2. Select Edit, View, or Delete.