Attachments help streamline workflow efficiency by reducing the need to search for paper documents and improve record management by providing a digital copy of all related documents.
Uploading an Attachment to a Document
These steps show you how to upload an attachment to a Receive Supplies document. You can follow the same steps, then begin from step 4 to upload an attachment to any other page.
Go to the Warehouse Module.
Select the “Receive Supplies” page.
Search for the Receive supplies using the 🔍 icon or the arrows.
Click on “Edit”
Click on the 📎 icon.
Click on Select Attachment.
Choose the file you want to upload.
Click “Upload.”
Click on “Update”
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.