Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Call_Reporting_2/Executing/Post/Attachments.htm ## Attaching Files to the Call Report To document additional call-related information, users can add attachments to a call report. The call report must be in a saved or planned status for users to add attachments. For example, while planning a lunch and learn, a user attaches the file for a handout she intends to discuss with HCPs and a photo of her handwritten notes to the call report. After the lunch and learn, she attaches a photo of the sign-in sheet to the call report, to document HCP attendance. **Who can use this feature?** * End Users — Browser, iPad, Windows * [Using Attaching Files to the Call Report](#Using) * Users do not require an additional license ### Configuring Attaching Files to the Call Report for [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) End Users](#) To configure this feature: 1. Ensure [Configuring Call Reporting](../../ConfiguringCR.htm) is complete. 2. Enable attachments on the call2\_\_v object: * Navigate to **Admin > Configuration > Objects > call2\_\_v > Details > Options** * Select **Edit** * Select the **Allow attachments** checkbox for the call2\_\_v object ![](../../../../Resources/Images/Activities/CallReporting/Configuration/IncludeAttachmentsObjectscropped.png) 3. Enable the **call\_attachments\_section\_\_v** section control: * Navigate to **Admin > Users & Groups > Permission Sets** * Select the appropriate permission set * Select the **Objects** tab * Grant users View access to the **call\_attachments\_section\_\_v** section control on the call2\_\_v object 4. Place the **call\_attachments\_section \_\_v** section control on layouts: * Navigate to **Admin > Configuration > Objects > call2\_\_v** * Select the **Layouts** tab * Place the **call\_attachments\_section\_\_v** section control on the appropriate call2\_\_v layout ![](../../../../Resources/Images/Activities/CallReporting/Attachments/Copy of AttachmentAppSection.png) 5. Navigate to **Business Admin > Objects > veeva\_settings\_\_v**. 6. Ensure the **photo\_quality\_\_v** Veeva Setting is set to a number between 1 and 3, to enable the Add Attachments button on the iPad platform: * 1 = Low quality images * 2 = Medium quality images * 3 = High quality images ![](../../../../Resources/Images/Activities/CallReporting/Attachments/Copy of PhotoSetting.png) For more information on the setting, see [Configuring Attachment Uploads](../../../Getting_Started/MobileDeviceSetup/DocumentsAttachments/ManagingDocsOffline.htm#Configur). 7. Navigate to **Business Admin > Objects > vmobile\_object\_configuration\_\_v**. 8. Ensure the **Include Attachments** checkbox is selected for call2\_\_v VMOCs. This enables attachments to sync to mobile devices. ![](../../../../Resources/Images/Activities/CallReporting/Attachments/Copy of AttachmentVMOC.png) The maximum number of attachments allowed on a single record is determined by the Max # of Attachments Allowed setting in the Vault Management Console, found under Common Feature Settings > Documents. The default value is 100. ### Using Attaching Files to the Call Report as [![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) End Users](#) Browser iPad Windows On the Browser platform, calls must be in View mode in either saved or planned status in order to add attachments; attachments cannot be added when a call is in Edit mode. To add attachments to the call report, drag and drop a file to the Attachments section of the call report or select the Upload button in the Attachments section and select a file from the operating system's file directory. Document or photo attachments on the Browser platform may be up to 4GB in size, and videos files may be up to 2GB in size. ![](../../../../Resources/Images/Activities/CallReporting/Attachments/DragandDrop.png) When the upload is complete, an alert displays at the top of the page with the number of files added, the number of existing files updated, and the number of duplicate files skipped. ![](../../../../Resources/Images/Activities/CallReporting/Attachments/SuccessfulUpload.png) Uploaded attachments display in the Attachments section of the call report. Users can take the following actions from the Attachments section: * Preview - To preview an attachment, select the hyperlinked attachment name. The attachment opens in a new browser window. ![](../../../../Resources/Images/Activities/CallReporting/Attachments/PreviewAttachment.png) * Download - To download the most recent version of the attachment, select the download icon ![](../../../../Resources/Images/Activities/CallReporting/Attachments/Copy of DownloadAttachment.png) * Delete - To delete an attachment, select the All Actions icon, then select Delete and confirm the deletion ![](../../../../Resources/Images/Activities/CallReporting/Attachments/DeleteAttachment.png) After the call is submitted, users may preview and download existing attachments but they cannot add attachments to the call report, or edit or delete existing attachments. To add an attachment to a call report on the iPad platform: 1. Select **Upload Files** from the Attachments section header. Alternatively, select the **All Actions** icon from the call header, then select **Add Attachments.** ![](../../../../Resources/Images/Activities/CallReporting/Attachments/UploadOption.PNG) 2. Select **Upload File** or **Upload Photo**, depending on the type of attachment.![](../../../../Resources/Images/Activities/CallReporting/Attachments/AttachmentBrowsing.PNG) 3. Select a single file or photo. 4. Enter a short description for the attachment, if desired. ![](../../../../Resources/Images/Activities/CallReporting/Attachments/AttachmentDescription.PNG) 5. Select **Done** to save the attachment to the call report. ![](../../../../Resources/Images/Activities/CallReporting/Attachments/AttachmentAdded.PNG) Uploaded attachments display in the Attachments section of the call report. To delete an attachment, select the red delete icon next to the attachment. To add an attachment to a call report on the Windows platform: 1. Select **Add Attachment** from the Attachments section. Alternatively, select the All Actions icon from the call header, then select Add Attachment. ![](../../../../Resources/Images/Activities/CallReporting/Attachments/windows2.png) 2. Select one of the following options: * **Capture Photo**, - Take a new photo from the device and attach it to the call report * **Photo Library** - Select an existing photo to attach to the call report The Windows platform only supports photo uploads. 3. Follow the device's prompts to capture or select a photo. Uploaded attachments display in the Attachments section of the call report. ![](../../../../Resources/Images/Activities/CallReporting/Attachments/windows3.png) * To add a short description, select the Description field on the attachment card and enter the appropriate text * To delete an attachment, select the red delete icon next to the attachment and confirm the deletion ### Related Topics [Managing Attachments Offline](../../../Getting_Started/MobileDeviceSetup/DocumentsAttachments/ManagingDocsOffline.htm) [Using Pre-Call Notes and Next-Call Notes](../Activities/PreCall_NextCall.htm)