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Juris Suite® Answer Center

Adding Notes and Attachments to a Budget

  • Updated

While you are in a budget, you may want to add a note or an attachment to a specific line item. Using the Notes and Attachments function allows you to make comments, attach a specific file such as document or spreadsheet, and perform a scan. Scanning can be useful to attach images of receipts or invoices.

To utilize the Notes and Attachments, perform the following:

  1. While in a budget, right-click on the appropriate line item and select Notes and Attachments.

The Notes and Windows window provides three options.

  • Add Note
  • Add File
  • Scan

Add Note

  1. Click the Add Note button.
  2. Enter appropriate content in the Subject field.
  3. Enter the note content in the space provided. You can also use the ellipses button to select text codes. Click the OK button after you have selected thetext code.

  4. The chosen textcode will populate the note area with content associated with the text code selected.

  5. Complete the note content entry and click the OK button when finished. The Notes and Attachments window will reflect the note addition.

Add File

  1. Click the Add File button.
  2. Navigate to the file you want to add using the Open window.

  3. The file will be added to the list in the Note and Attachments window.

Scan

You must have a TWAIN scanner attached to your PC for this function. If you do not have a TWAIN scanner attached to your PC, you will receive and error.

  1. Click the Scan button. The software associated with your TWAIN scanner will launch.
  2. Scan the image and click the Save button. The image listed will be displayed on the Notes and Attachments window.

Editing

You can make changes the notes attached by double clicking on them. The editor will open and allow you to make changes. If you open an attached file, the program associated with the file will open allowing you to make edits.

Files edited within the associated application and saved are NOT saved to the budget database. You would need to re-attach the file as indicated in the steps above to add it to the budget.

Deleting Notes and Attachments

You can remove any of the attachments added. Right-click on the item and select Delete.