Adding an Attachment

Use this procedure to add the following types of files as attachments:

l	Previously uploaded files that are no longer attached to another record.

l	Files uploaded with Document Manager that are not already attached and are not in a closed batch. For information about Document Manager, see Chapter 13, “Document Manager.”

To add an attachment

1	Open the record to which you want to add an attachment.

2	Click Attachment in the Data or Functions menu. The Attachments screen appears.

3	Click Add. The Add Attachments screen appears, displaying attachments available for the record.

4	Select the Attach check box for each file you want to attach to the record.

5	Click Attach.

6	Click Close. The screen closes and the added attachments appear in the Attachments screen.

7	If appropriate, make changes to the Type and Description fields, and the Secure and Weblinks check boxes.

8	Click Save.