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Attachment Category form
Completing the Availability tab

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Complete the Availability tab to control which attachment types are valid for the category and the work type (or types) identified by the Applies To key part of this rule.

If no types are selected, the category will be inaccessible. Instead, a default category rule in Work- class will be used for its respective type. This category has no security restrictions. The category name identifies the type's category in attachment lists and other reports.

Category Valid for Attachment Types

Field

Description

File

Select to allow uploaded files of any type.

Note

Select to allow notes that contain only text.

Screenshot

Select to allow screen capture images.

Scanned Document

Select to allow TIFF files created by Pega Document Scanning or the Image Viewer feature.

URL

Select to allow a single URL.

Correspondence

Select to allow sending email messages.