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Attach Documents
Attach Documents
Attach files (PDFs, images, documents) to transactions or master records.
How to Attach
- Navigate to the transaction or record
- Click the Attach button
- Select the file to upload
- Add a description
- Click Upload
Supported Files
- PDF, DOC, DOCX, XLS, XLSX
- JPG, PNG, GIF images
- Maximum file size depends on server configuration
Viewing Attachments
Attachments appear as links on the transaction view page. Click to download or view.