This article explains how to attach files (such as a digital copy of a pay or bill agreement) to an agreement header so they can be kept as a record of the agreement or used as a guide when configuring the agreement in Rates and Rules. You can attach files from your local computer or any network location you can access.
How to Add an Attachment to an Agreement Header
At the header of the Pay / Bill Agreement Entry screen, click the Attachments tab.
On the Attachments tab, click Add Files.
In the dialog box, navigate to the folder containing the file you want to attach.
Click the relevant file.
Click Open.
The dialog box closes and the file name appears in the attachments list.
At the header of the agreement, click Save.
📌 Note: You can attach files from your local computer or any file location you can access over your network.
Download an Attachment from an Agreement Header
Go to the Attachments tab on the Pay / Bill Agreement Entry screen.
In the attachments list, click the download button next to the relevant attachment.
Locate the file in your Windows Downloads folder.
Copy or move the downloaded file to any other folder or file location you want to use.
Delete an Attachment from an Agreement Header
Go to the Attachments tab on the Pay / Bill Agreement Entry screen.
In the attachments list, click the delete button next to the attachment you want to remove.
Confirm the deletion if prompted.
The selected attachment is removed from the agreement header.