Document Attachments

Open the record that should own the file and check that you have the correct document before uploading.

1. 1
   Open the customer, supplier, or transaction record that owns the file.
2. 2
   Choose the attachment action, select the file, and wait for the upload to finish.
3. 3
   Reopen the record to confirm the file appears; download or set it as primary when those actions are available.
4. 4
   Reopen the parent record and confirm the file name and preview or download.
5. 5
   If available, mark the intended attachment as primary so colleagues see the right evidence first.

Remove an incorrect file only after confirming it is not the sole evidence for a posted transaction.

Only finished uploads appear in the attachment list. Download evidence before deleting a file.

WARNING: Deleting an attachment removes its storage object and database record. Download any needed evidence first, especially for finance records.