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EMS Software, LLC

Configuring Attachment Types

The term attachment is used to describe any file that you can add to or store on a reservation or booking. (Unlike a drawing, which is simply referenced, an attachment is actually stored in the EMS database with the reservation or booking record.) Attachments can be used for a variety of purposes, such as providing information about your company’s alcohol policies, any special food concerns for the event’s attendees, and so on. You can configure and store a variety of attachment types and then your users can select whichever type is most appropriate when working with attachments for a reservation or booking.

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An attachment can also be a file that is saved with the room record or a group record. You do not specify an attachment type for a room record. For information about adding an attachment to a room record, see To add attachments to a room”. For information about adding an attachment to a group, see the EMS User’s Manual.

To configure an attachment type

1. On the EMS menu bar, click Configuration > Other > Attachment Type.

The Attachment Types window opens. This window lists all the attachment types that are currently configured in your EMS database and that have a status of Active.

Attachment Types window

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Optionally, to view all attachment types in your EMS database, regardless of status, under Show, click Inactive.

2. Click New.

The Attachment Type box opens.

Attachment Type dialog box

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3. In the Description field, enter a name or description for the new attachment type, for example, Alcohol Policy.

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The description can be a maximum of 30 characters, including spaces.

4. By default, an attachment type is added as an active type. Select Inactive to inactivate the attachment type.

5. Click OK.

The Attachment Type dialog box closes. You return to the Attachment Types window with the newly added attachment type automatically selected.