Processing Attachments

To Add an Attachment

1. Click to display the Manage Attachments form.
2. Select a folder from the Category/Sub-Categories section.
3. Click New. The selected Category/Sub-category folder displays in the Selected Category box.
4. Choose Linked or Encrypted for the Type.
5. Enter a Name for the Attachment.
6. Browse to the Source document.
7. Click Save.

To View or Delete an Attachment

1. Click to display the Manage Attachments form.
2. Select a folder from the Category/Sub-Categories section.
3. Select an attachment from the list of attachments.
4. Click View or Delete.