SPEC 5434 - Adding Files and Images to a Selection Sheet
Date Released: March 2018
Modules: Selection Sheet Manager
Description:Adds the ability to add attachments to Selection Sheets via a new Attachments tab.
Reason: Showrooms expressed need for the ability to store files specific to customer projects associated with the selection sheets. Provides ability to store with quick access to download files directly, or distribute attachments with selection sheets to customers via email.
Adding Attachments to a Selection Sheet
Including Attachments with Selection Sheets
Set-up
Activation
This functionality has to be activated via the setting Enable access to upload/manage attachment at the Global, Group and User level.
Additional settings at the global level
A new screen of options has been added to the Global settings.
The setting Number of Days to store attachments for sheets unaccessed allows you to configure when the system will auto cleanup attachments from sheets that haven't been accessed. A NJ utility will take sheets that haven't been touched for longer than this setting, and delete attachments from the system from those selection sheets. The log of sheets that have been automatically purged in this manner can be seen via the SSM interface under Reports.
Adding Attachments to a Selection Sheet
If the functionality has been activated, an Attachment icon is displayed on the selection sheet items tab, as well as a new Attachments tab will appear. You can upload from using the icon on the items tab, or the same icon on the attachments tab.
When the Attachments tab is clicked all the files uploaded for the selection sheet display.
The Description, Room Type and Access fields are editable. Any changes are noted on the Selection Sheet Log (which is accessed via the 
icon on the Selection Sheet header).
Internal attachments are not included on any customer facing communication; such as printed selection sheets; nor are they displayed on the items tab.
Click the 
icon to the left of a file to display it's information.
Items Tab
The paper clip icon on the Items tab provides the ability to upload attachments from the Items tab.
The attachments added here are included with items selected for the room type.
Including Attachments with Selection Sheets
Printing
An option has been added to the Print options window that includes the attachment names included on the selection sheet.
Distributing Attachments
Attachments flagged as External can be included when the selection sheet is distributed.
You can Select All the attachments or click on individual ones to include.
The Send copy to my email address CCs the current SSM user on the email that they are sending.
Associated Files
Selection Sheet Manager Activity Spreadsheet (SSM 30)
This X by Y report can be used to track showroom activity (across showroom or consultant). It can be filtered to show invoiced dollars and order dollar amounts (not yet invoiced) for orders pulled through SSM. The output for the report is a spreadsheet with calculated values.
An Attachment worksheet has been added that includes details of files attached to selections sheets included in the report.
