In the worksheet document, go to the Attachments tab to upload any related documents.

The attachment item header expanded displayed information including:

• Commodity
• Item Image
• Item Number, Name & Status
• Description
• Specifications
• Unit Breakdown
• Reference #
• Miscellaneous Use

Ability to perform smart contextual searching that includes:

• Document 
• Attachment Name
• Uploaded By

The Item Attachment information bar includes :

• Document
• Attachment Name
• Attachment Type
• Uploaded On
• Uploaded By
• Actions

There are 3 actions available per document upload: View, Download and Delete. 

Optional: used to specify invoice attachment type but not mandatory.

When adding an invoice, use the Attachment Type dropdown menu to select Invoice. 

Use the Select Files or Drag & Drop to upload documents, images, videos or other files. 

Compatible files types include: DOC, PDF, XLSX, TXT, JPG, JPEG, GIF, PNG, MP4, MOV

2 actions available once you select the file:

• Edit: use the edit action to modify the file name. 
• Delete: use the delete action to remove the file you selected. 

1. Choose the Attachment Type.
2. Use the Select File or Drag & Drop the file you want to upload.
3. Click Upload. The attachment will be in the attachment section.