Attach File

Attach File

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

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

Info
Location
Purchase > Payment
Info
Action
> Click PURCHASE activity
> Click PAYMENT module
> Select any document
> Click EDIT
> 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.

Attaching:

> ATTACHMENTS box Right-Click

> Browse to location of the file you would like attached
> Click OPEN
> 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:

> Move mouse to attached files
> Click on the file
> 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:

> Move mouse to attached files
> Click on the file
> Right-Click
> Select SAVE AS…
You may download attachment from the server to your drive.

Deleting:

> Move mouse to the attached file
> Click on the file
> Right-Click
> Select DELETE ATTACHMENT
This will permanently delete the file from your server database. 


    • Related Articles

    • Accounting add-on: Recurring Document Module

      This is a paid addon module, features described here are only available to those who purchased it.  User Guide PDF can be downloaded from 'Attachment' section below.
    • Accounting add-on: Multi-Price Module

      This is a paid addon module, features described here are only available to those who purchased it.  User Guide PDF can be downloaded from 'Attachment' section below.
    • Installation Guide For Cloud Hosting (SAM)

      Please follow the all the 6 Steps. There are repeating videos to show you what to do. Click on the Step to expend the view and see the video and read additional instructions. Click on the Step to shrink the view. Note: The license email will contain ...
    • Delete Business Partner

      To remove a Business Partner registration that was just created and have not been used for any entries or setup, simply use the "Delete" button at Business Partner Registration module. Note: The loading time for deleting a Business Partner ...
    • OCi Sales & Accounting Management (SAM) Manual Download

      10.22.12.1For manual on-premises installation only. Client side installation. By default the system will download OCACUpdater and OCAC. when the system is unable to download, you will need to manually put the required files. step 1. ...