How to Attach a Document to a Record
​
​

1. Navigate to the record in the system to attach the document.
​
​ Note: This may be a Product record on the Products table or a User record on the Users table, etc.
​
2. Arrow into the individual record to attach the document.
​
3. Click 'Sub-Tables' and select 'Attachments'.
​
4. Click 'Upload New Document'.
​
5. Browse and select the file to upload and attach.
​
6. Click the 'Add Record' button to upload and complete the attachment.
​
​ Note: If the document already exists in the system, click the 'Add Attachment' button at step 4 then select the existing document from the search box.