Overview

Attachment Types are optional labels you create for the documents created in the Document configuration spoke of your plans.  The same attachment type can be used across multiple plans.

In addition, Attachment types are created for use in some Customer Requirements, such as a Student Validation attachment that might be required for Student Members. 

Create an Attachment type IF:

• You want to create a pdf attachment of the document to attach to your customer notifications in the New Contract email.
• You want the document surfaced in the Attachments Tab.

Redpoint comes with 3 built in attachment types:

• Terms and Conditions
• Customer Photo
• Ticket Comment Media

View/Print the Attachment

1. Navigate to the customer’s record and go to the Attachments tab,
   or open the contract and go to its Attachments tab.

2. Click View next to the attachment.

3. In the view window, right-click and select Print.
   
   

   The print option in the dropdown menu (caret next to View) is currently under construction. To print, you must open the attachment first and print from the view window.

Configuration Options

Expiration Options

You can optionally set attachments to expire on a fixed date or a relative date.

Attachment expiration dates do not affect the status of associated contracts. To control contract expiration, use the Plan Dates configuration spoke.

An expiration date on an attachment should be used in cases such as Student Validation expiring - read more about that here in Customer Requirements

Fixed vs. Relative Attachment Expiration

• Fixed Date Expiration: Sets a specific calendar date for the attachment to expire. Once this date passes, it must be manually updated if you plan to continue using that attachment type.

• Relative Expiration: Sets the expiration based on the attachment's creation date (e.g., the date a student submits a Student Validation document). This allows the system to automatically calculate the expiration.

To configure relative expiration:

• 1. Click Edit.

  2. Select the number of days, months, or years after the creation date when the attachment should expire
     
     

Important: For manually added attachments that select an expiring attachment type, the Add Attachment window shows no expiration, but one will be applied per the Attachment type rules.  Instruct staff to leave it OFF AND BLANK so that the system can apply it.

Staff Validation Tab

See Attachments Pending Validation HERE for more info

Specific Plan's Big Edit Settings

To add an attachment type on your plan, make sure you have a Document configuration spoke set up and active, then update the plan settings:

• The toggle 'This plan generates and attaches a document to the customer record' is ON
• Optional Attachment Type label.

An attachment type is NOT required.  The toggle can be ON and attachment type NONE.  However if you want to email a copy of this automatically via the New Contract email (or you want this attachment surfaced in the customer's Attachments tab), you need to assign it an attachment type.

Example: Toggle on, NO Attachment Type assigned

If Big Edit is toggled on and no attachment type is assigned, the attachment will only be visible on the contract itself and will appear with the attachment type name “- Hidden -”.

You can still view and print the document from the contract.

Example: Toggle is on, Attachment Type assigned

Attachments can be accessed from the Attachments tab within the customer's record.

Go to the contract and navigate to the Attachments tab, located at the bottom of the header section.