When you need to attach a relevant file to a File Note in Ivo, you can navigate to the file location and save it to the File Note. 



To add an attachment to a File Note, follow these steps;


  1.  In the File Note, click on the Attachments tab
  2.  Click on the Attach Files hyperlink to open the Attachments dialog box
  3.  In the "Look In" drop down field, select the file location to navigate to where your attachment is stored
  4.  Click on the "Open" button to attach the file to the File Note.





Once you've attached the file, you will see the file in the Attachments tab. 


You can tick the box (as shown in the red square of the screenshot below) to delete the attachment from it's original location.


You can now Save and Close the File Note. 




You will be taken back to the Service History tab and in the File Notes, you will see the attached file.







To open and attachment in the File Notes tab, double click on the attachment line and it will open with the computers default application.