The MGR software provides the ability to attach files to each transaction group in the Transactions, Manage Transactions, Edit Transactions section of the program.
Attachments in the Transaction Editor
When you open an existing transaction or create a new transaction, you will see a collapsible attachments section. By default, the attachments section will be expanded. Click the blue up arrow on the far right of the section header to collapse the section. Click the blue down arrow to expand it again. This is where you will manage (add, delete, save) the attachments for each transaction group. The heading will display “Attachments” for a single transaction and “Group Attachments” for transaction groups.
Adding an Attachment
The green add button to the left of the attachment viewer allows you to add an attachment. When clicked, it will pop up an open dialog window. Here you will locate and select the desired attachment and click open. Once you click open, the open dialog window will close and you should now see your attachment in the viewer. The MGR program supports the following file types: .xls, .xlsx, .jpg, .jpeg, .pdf, .png, .txt, .doc, and .docx.
When an attachment is added to a transaction, the program creates the follow save file location: [your database location]\Transaction Attachments\[Batch Year]\[BatchID]\[GroupID]. An example would be: …\Transaction Attachments\2023\23TNH1128\3356. The attachments will then reside directly in that [GroupID] folder. Anything added or removed directly from this location affects what is associated with the transaction.
You can also drag and drop files directly into the attachment section from file explorer or an email message. Similarly, you can drag and drop files from the attachment section on your computer or an email message. The drag/drop operation copies the attachment, it does not move the attachment.
Deleting an Attachment
The red delete button will delete the currently selected attachment. When clicked, it will pop up a delete confirmation dialog box. The delete action is permanent and cannot be undone. Since the attachments are stored on your computer and not in the database, there is not a way to recover the file unless you have your computer settings configured to send deleted files to your recycle bin. Please note that most network drives do not have a recycle bin and the file will be permanently deleted.
Saving an Attachment
Occasionally, you may need to re-save an existing attachment to your computer. The save as button allows you to do just that. When clicked, it will pop up a save as dialog window. Here you will locate the desired save location and click save. A copy of the currently selected attachment will then be saved to the selected save location.
Other Attachment Information
The view button allows you to choose between a thumbnail view for the attachments or a detail view. The program will remember your last selection when reopening.
The location of the transaction attachments can be found directly below the attachment viewer. You can double click on this file path to open an independent file explorer window directly to that location. Any files added to this location through windows file explorer will show up in the transaction attachments.
View Attachments in the Posted Batches Tab
When viewing posted batches in the Transactions, Manage Batches, Posted Batches section of MGR, you will see a ‘View Attachments’ toolbar button. When you select a root transaction and click on the view attachments button, you will see a file explorer window open if there are attachments for that transaction. This allows you to view any attachments associated with that transaction. Please note, that if you add/move/delete the files in file explorer, it affects what is associated with the transaction. If you do not have any attachments on the selected transaction when you click the view attachments button you will see a pop up message letting you know there are no attachments for that transaction.
If you right click on a root transaction, you will see the same view attachment menu item. It functions just like the toolbar button – pops up file explorer with the attachments if there are any or it pops up a message letting you know there aren’t any attachments for that transaction.