How to attach images or documents

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

NOTE: You need the Custom Office module to use the Attachment Manager feature.

Select the ID you wish to add an attachment (that is account, vendor, customer, part, or employee).
Click the Attachment Manager button or paperclip icon .
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
Save.