Attachment Keywords Documentation

Introduction

Attachment Keywords are used to manage keyword data throughout the system for tagging and categorizing document attachments across various modules. These keywords help standardize document classification and enable efficient searching and filtering of attachments by providing a controlled vocabulary for document tagging systematically across the platform.

Accessing Attachment Keywords

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side
2. Under the Common Master section, click on Attachment Keywords

Navigating to Attachment Keywords in Settings showing the Common Master section menu

Managing Existing Attachment Keywords

The Attachment Keywords page displays all attachment keywords in a table with filtering capabilities and comprehensive management options:

Filter Options

The page includes status filter controls at the top:

• All: Display all attachment keywords regardless of status
• Active: Show only active attachment keywords that can be used for tagging
• Inactive: Show only inactive attachment keywords
  
  

Attachment Keywords Grid

The main table displays detailed attachment keyword information:

• Document Attachment Keywords (English): Keyword name in English
• Document Attachment Keywords (Arabic): Keyword name in Arabic
• Is Listed: Status indicator showing whether the keyword is active for use
• Action: Edit button to modify attachment keywords

Existing attachment keywords grid view 

You can:

• Add new attachment keywords by clicking the Add New button with plus icon in the top right corner
• Search across all columns to find specific attachment keywords
• Filter by status using the filter buttons to view active, inactive, or all keywords
• Edit an attachment keyword by clicking the edit button in the action column

Adding a New Attachment Keyword

1. On the Attachment Keywords page, click the Add New button with plus icon in the top right corner
2. In the form, configure the following sections:

Basic Information

• Document Attachment Name (English): Enter the attachment keyword name in English
• Document Attachment Name (Arabic): Enter the attachment keyword name in Arabic

Status Configuration

• Is Listed: Select using radio button options:
  • Yes: Make the keyword active and available for document tagging
  • No: Make the keyword inactive and unavailable for selection (default)

3. Click Submit to create the new attachment keyword

Adding a new attachment keyword form

Usage Notes

• Active attachment keywords (Is Listed = Yes) appear in dropdown selections when adding document attachments throughout the system
• Inactive attachment keywords are retained for historical data but cannot be selected for new document tagging
• Keywords help users maintain consistent document categorization and improve searchability of attachments across all modules