Add Document Attachments Form

To open this form, select Attachments on the tab bar in the middle of the Vendor Record form

Select Add Attachment in the Attachments table

Select Files for Upload

There are two ways to select files to attach for upload to a document:

Drag and drop: Use the Drag-and-Drop feature to drag files from a directory into the Drag and drop panel for upload.

Select files: Select to select files from a directory for upload.

 

Select Upload to create the available files as document attachments. Select Cancel (or the X) to remove the file from upload availability.

Select Close to complete the Add Document Attachments process.

The attached documents become available as an attachment to the selected document in the session.