Naviteer FSM Software - Broker & Distribution Editions
Naviteer FSM Software - Broker & Distribution Editions

 

 

Navigation: Common Functions >

Attachments

 

 

 

 

ATTACHMENTS 

 

Many of the forms in the program have a tab for attachments.  These would be attachments specific to the table entry being edited.

 

The attachments has to be in a format that can be accessed in the standard Windows File Explorer.

 

 

 

Transferring files from Local Computer to Server

 

How do I get scanned files (or other documents) from my local computer to the Naviteer program?

 

At the top of the program is a drop-down tab.

 

 

Opening this tab shows the following icons.

 

Transfer from PC to Server

Pressing this icon opens an folder on your local computer to allow selection and transfer of a file to the server.  Select the file that should be transferred to the server and press OPEN.  [Note: Only the following file types will be transferred: PDF, JPG, XLS, XLSX, DOC, DOCX and TXT] The file is transferred to the server in the background.  To see what has been transferred go to the attachment tab where the document should be saved and add it to the file list.  Here is the file list in a product. 

 

 

Press Add File(s) button. 

 

 

The pop-up shows the files that are available.  One or more documents can be transferred using the CTRL key to highlight or choosing select all.

 

 

To view the file contents select file and press View button.

 

File Manager

File Manager allows the transfer using drag and drop in both directions.  To copy to your local computer either mark or drag the selected file to any folder.  The copy file to server open folder, select file and drag to File Transfer box.

 

Full Screen

To see the full screen press this icon.  This is especially beneficial when you need additional room to view the program screens.

 

 

 

 

Copyright © 2025  - Naviteer