Jenzabar Campus Portal Features Help Hub

Attachments

Attachments add more information to your records by providing detailed explanations or calculations, demonstrating alternative scenarios, outlining procedures, and describing related concepts. Attachments can include Word and text documents, HTML files, and Excel spreadsheets. You can see who attached the files and access general contact information such as the user's e-mail address and office phone number.  The Module Manager or IT Department determines the types of files that can be attached and any file size limitations.

  • indicates an attachment can be added.

  • indicates an attachment exists.

  1. Verify or enter an email address for the user (Name Entity or Maintain Addresses windows).

  2. Click on the worksheet for which you are viewing file attachments. Any worksheet attachments are displayed under the Worksheet summary.

Note

The Module Manager or IT Department determines the types of files that can be attached and any file size limitations in the Budget module.

  1. On the main page within the Budget feature, use one of the Search options in the Budget to Prepare for Next Year or This Year's Active Budget section to view your worksheets.

  2. Click the Add a File  icon or Add a File link. The Upload a file window appears.

  3. Click the Browse button. The Choose File to Upload window appears.

  4. Browse to where the file to be attached is located.

  5. Select the file to be attached.

  6. Click the Open button. The Choose File to Upload window closes and the Upload a file window reappears.

  7. Click the Save button. The attached file is displayed under the Worksheet summary.

Note

You can delete only file attachments you have added.

  1. On the main page within the Budget feature, use one of the Search options in the Budget to Prepare for Next Year or This Year's Active Budget section to view your worksheets.

  2. Click on the worksheet for which you are deleting a file attachment.

  3. Locate the worksheet file attachment to be deleted.

  4. Click the Delete  icon. The worksheet attachment is deleted.