Attaching a file

  1. Open an entity.
  2. Select Document > Manage Documents.
  3. In the Document List window, click Add Document.
  4. Click From File.
  5. In Add From File window, specify this information:
    File
    Browse which file to attach.
    Name
    Specify the name of the document.
    Description
    Optionally, provide a short description about the document.
  6. Click Attach.