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Uploading an Attachment to a Document

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Attachments help streamline workflow efficiency by reducing the need to search for paper documents and improving 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.

  • Go to the “Warehouse” Module.
  • Open the “Receive Supplies” page.
  • Search for the Receive Supplies using the “🔍” icon or through the arrows at the bottom of the page.
  • Click on “Edit”.
  • Click on the “📎” icon.
  • Click on “Choose File”.
  • Choose the file you want to upload.
  • Click on “Upload.”
  • Click on “Update”.
Uploading an Attachment to a Document — Click on “Update”.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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