1.0. Attach File

How can I use Document Attachment? - Attach, View, Download & Delete

Attaching of documents or pictures can be found in all modules.

STEPS:

1. Click PURCHASE activity
   
2. Click PAYMENT module
3. Select any document
4. Click EDIT
5. Click PROPERTIES tab
   

Attachment for files to document is meant for future reference purpose.

Physical files are streamed into the database. In another words, when you backup your database, attachments are also included.

Attachments will not be displayed in any of the printouts.

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Attaching:

STEPS:

1. ATTACHMENTS box Right-Click
   
2. Browse to location of the file you would like attached
   
3. Click OPEN
4. Click SAVE ATTACHMENTS
   

You can attach any file or files to this document.

In this example, a scanned copy of a receipt is attached. This will be useful for future reference or audit.

---

Viewing:

STEPS:

1. Move mouse to attached files
   
2. Click on the file
3. Double-Click
   

The system will allow viewing of the attached file if you have the necessary supporting applications.

Meaning, if you have attached an Excel file, you are not to view it unless you have the supporting Excel application.

---

Downloading:

STEPS:

1. Move mouse to attached files
   
2. Click on the file
3. Right-Click
4. Select SAVE AS…
   

You may download attachment from the server to your drive.

---

Deleting:

STEPS:

1. Move mouse to the attached file
   
2. Click on the file
3. Right-Click
4. Select DELETE ATTACHMENT
   

This will permanently delete the file from your server database. 

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