You can attach files to ensure important information is available with the document.
Attaching files can be done in two places, on the Document Management form or the Document Details page.
To open the Document Details page, you can drill down through finance reports to the Transaction Details, Use the Document Type Query report, the Document Number Search or use the Document Management form.
Required roles:
Role ID |
Description |
FINANCE_DSU_UPLOAD |
Can attach files to a document |
FINANCE_DSU_DELETE |
Can delete files that have been attached to a document |
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