Overview

EZLease can store attachments, of any file type, to lease records. Storing attachments is optional, but can be helpful in keeping track of lease agreements, amendments, floor plans, etc. In EZLease, on the Descriptive tab, if you click on the View/Change Attachments button, the Attachments workspace opens, permitting you to add, delete, view, and export attachments to a lease record.

Attachments can be viewed and accessed by all users (unlike files saved to My Files, which are only accessible to one specific user.

This article aims to outline how to manage attachments in EZLease:

Adding an attachment
Viewing an attachment
Deleting an attachment

Note: The New Attachment, Delete Attachment, and Export Attachment buttons are greyed out when a lease record is "locked." To activate the buttons, "Edit" the lease.

Adding a new attachment

You may attach any type of file. Enter a caption (up to 200 characters; default is the file name) for the file, which you will use to select the attachment in the future, and which will display on listings. Note that you must first upload the file to My Files, in order to attach it to a lease.

If you attach a picture file (with an extension such as .bmp, .gif, .jpg, .jpeg, .png, .tif, .tiff), EZLease displays the picture once it is saved. All other files must first be saved to My Files and downloaded to your computer (See: Viewing an attachment).

Below are the steps for adding a new lease attachment:

Step	Action
1	Click Edit Lease
2	Navigate to the Descriptive tab of the lease record, and click the blue View/Change Attachments button
3	Select New Attachment, and choose the file from My Files. Click Open.
4	Rename the attachment, as needed; otherwise, click Ok.
5	Once all files are uploaded, click Close and save the lease record ("Save lease").

Viewing an attachment

Only picture files (with an extension such as .bmp, .gif, .jpg, .jpeg, .png, .tif, .tiff) are viewable from within the Attachments workspace. All other files types must first be saved to My Files, and then downloaded to your computer. By default, the file's original name is used to save the attachment, but you can change the name when saving.

Below are the steps for viewing an attachment:

Step	Action
1	Choose the file from the drop-down menu on the attachments workspace.
2	Click Export Attachment.
3	Name the file and select the folder to save to. Click Save.
4	Download the files from My Files to your computer.

Deleting an attachment

Step	Action
1	Click Edit Lease and choose the View/Change Attachments button.
2	Select the files to be deleted.
3	Click the Delete Attachment.
4	Choose Close, and save the lease.