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How to attach images or documents

Created on  | Last modified on 

Summary

Attach images or documents to your accounts, vendors, customers, employees, parts, or jobs using the Attachment Manager.

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 Image.
  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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