How To: Add an Attachment to an Order

Overview

Attachments are useful to document damage or upload pictures of documents and such.  Please follow the steps below to add an attachment to an order.


On the Order Screen

  1. Look up and order using the order lookup feature or the order Omni-search.
  2. Once the order has loaded, click on the Attachments tab, then click the "Upload attachment" button
  3. Browse to the location where the file is
  4. Click on the file to highlight it and click the "Open" button
  5. Once the file has been uploaded it will be displayed in the Order Attachments section