Attaching a file

  1. Open an entity.
  2. Select Manage Documents.
  3. In the Document List window, click Upload file.
  4. In File Upload window, specify this information:
    Name
    Specify the name of the document. If not defined, the system sets the filename of the attached file as its name.
    Description
    Optionally, provide a short description about the document.
    Type
    This field displays the type of file being attached.
    Entity
    This field displays the entity where the file is being attached.
  5. At the left side of the window, you can drag and drop the file to attach.

    Optionally, you can also click the upload files link to browse which file to attach from your device.

  6. Click Upload file.