Creating attachments for a lease
- Select Leases.
- Open a lease record.
-
On the Attachments, click new on the
Dates panel, the Comments panel, or the Documents panel.
For the Dates panel, specify this information:
- Date
- Specify the date for this attachment.
For the Comments panel, specify this information:
- Title
- Specify the title of the comment.
- Comment
- Specify and edit your comment in this field.
- File
- Click Open to open and select a file to be attached to this comment.
For the Documents panel, specify this information:
- Description
- Specify the description of this document attachment.
- Title
- Specify the file name of the attachment.
- File
- Open and select a file to be attached.
- Click Save.