How to attach images or documents
Description
Cause
Resolution
 NOTE:  You need the Custom Office module to use the Attachment Manager feature
  1. Select the ID you wish to add an attachment (that is account, vendor, customer, part, or employee).
  2. Click the Attachment Manager button or paperclip icon .
  3. Click Create Object, then Insert Object.
    • Select the Create from File checkbox and browse to upload your document
    • Select the Create New checkbox, then select the type of file you’ll be creating
    • Enter a document name in the Description field
  4. Save.

 

 

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