Weekly Dynamic: Document Attachment Part 2 – Attaching Documents

In part 1, we looked at setting up Document Attach. In part 2 we’ll look at using it.

After setup is complete, open a transaction or master record that supports document attach. We looked at the list in part 1.

1. Create the transaction or master record and click the paperclip icon in the upper right.
2. Click Attach and pick a document to attach.
3. Repeat this to attach additional documents. The Preview button will display the selected document.
4. The red arrow icon on the right or right click + delete row can be used to remove a document.