You can attach digital files to the header of an agreement, such as a pay or bill agreement. This allows you to store a copy of the agreement or use it as a reference when configuring the agreement in Rates and Rules. You can add files from your local computer or from any network location you have access to.
Add Attachments to an Agreement Header
At the header of the Pay / Bill Agreement Entry screen, click the Attachments tab.
Click Add Files.
A dialog box opens, allowing you to navigate to the file location.In the dialog box, navigate to the folder containing the file you want to attach.
Click the relevant file, then click Open.
The dialog box closes and the file name appears in the attachments list.At the header of the agreement, click Save.
The attachment is saved to the agreement header.
Download Attachments from an Agreement Header
In the Attachments tab on the agreement header, find the attachment you want to download.
Click the Download button next to the relevant attachment.
The file is downloaded to your computer, usually to your Windows Downloads folder.Open your Downloads folder in Windows and locate the file.
Copy or move the file to any other folder or file location you require.
Delete Attachments from an Agreement Header
In the Attachments tab on the agreement header, find the attachment you want to remove.
Click the Delete button next to the relevant attachment.
Confirm the deletion if prompted.
The attachment is removed from the agreement header.