How do I customise attachment keywords?

Attachment keywords are used to help your categorise attachments or files that you have uploaded into WriteUpp. Typical keywords might be:

  • Referral letter
  • Letter from Insurer
  • Letter from School
  • Letter from GP

You can create as many attachment keywords as you want but you can only associate one keyword with each attachment.

To add, deactivate or edit attachment keywords click on the menu top left and go to Fields within Settings and Tools:

Image_2018-12-17_at_11.07.26_am.png

Choose Attachment Keywords:

Image_2019-11-06_at_3.40.29_pm.png

To add a keyword click on Add. Alternatively to delete or change a keyword click on Edit.  To remove a keyword from your list, click on Deactivate:

Image_2019-11-06_at_3.39.49_pm.png

When adding an Attachment Keyword, you'll need to select a number within the Order column:

Image_2019-11-06_at_3.42.25_pm.png

You can also add an order to an existing keyword by choosing Edit:

Image_2019-11-06_at_4.25.19_pm.png

And selecting a number:

Image_2019-11-06_at_4.25.58_pm.png

This defines where the keyword will appear in the dropdown list when you upload an attachment, with whichever you choose as 1 - Top being your default keyword and populating in the box for you:

Image_2019-11-06_at_3.44.28_pm.png

Note: When you enter a number into the order column, you'll see options ranging from 1-9.  If you have more than 9 keywords, don't worry, you'll just need to assign the same number to multiple keywords.  Keywords with the same number will display alphabetically amongst themselves. 

Related Articles

How do you attach a file to a client record?

 

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk