When I go to attach a PDF to my citation I undergo the following steps:
I right click on the citation, I select file attachments, then I select attach file, and then I attached the PDF. When I do this. There is no paperclip icon indicating that there is attachment to the citation. I also failed to get a PDF in the preview picture.
If I close and notes and open it again. Both the paperclip icon and the PDF show up in the preview. What do I need to do to have this show up without having to close and open up and notes?
I look forward to your assistance in this matter.
Mike
PS - sorry but I erroneously posted this on the wrong forum first. To the moderators - I apologize.
So delete it before someone replies to the forum discussion one!
I guess the phenomena you describe is due to the fact that the record needs to be saved before the PDF is really attached. I find that if I click on the next record, it asks if I want to save the records and then clicking back on it, the PDF appears and is viewable. Perhaps the developers can address this behavior in a future product upgrade/release. It should be do-able, as if you run a find full text on the record, the attachment appears immediately upon retrieval.
I have actually found that if I open up the citation and go to the menu bar up top and I believe it has tools/attach files and then attach the file that when I close the citation that the attachment is there. I have adapted this new technique.
Ideally, I would like to see the program adapted so one could just drag the PDF on to the citation and have it merged. Right now I am spending a tremendous amount of time attaching my PDFs to the citation.
BTW, if you’re running Windws a new feature in X5 is you can use the shortcut CTRL+ALT+A to open the select-file dialog window. Or in the alternative, click the paper clip icon then go to the menu to select: Attach PDF.