Attaching documents

Use this procedure to attach documents to a financial institution record. Digital documents or scanned images of documents can be attached.

  1. Select Application Administration > Financials > Cash > Setup.
  2. In the General panel, click Financial Institutions.
  3. Open a financial institution record.
  4. Select the Documents tab and click Create.
  5. Provide a description of the document and attach the file.
  6. Click Save.