Attaching Files to Cards and Documents
You can attach pictures, documents, and other types of files to all cards, such as the item card and job card, and you can attach files to all types of sales and purchase documents.
To attach a file to a sales order.
The following procedure is based on a sales order. The steps are similar for all other sales and purchase documents and for all cards.
- Choose the
icon, enter Sales Orders, and then choose the related link. - Open the sales that you want to attach a file to.
- Choose the Attachments action.
- On the Attached Documents page, in the Attachment field, choose the Select File button.
- Select a file from any location, and then choose the Open button.