Upload a Document on the Supporting Document Dialog Box

You upload a supporting document so that you can attach it to a transaction.

Before you upload an Excel file, be sure to format the file so that each Excel page has a defined print area. This will ensure that the PDF conversion process will not insert page breaks or change the formatting such that columns are broken.

To upload a document on the Supporting Document dialog box:

1. Click the Upload button on the Supporting Document dialog box to access the browse/open file dialog box. An error message displays if FILESTREAM is not enabled in the Weblink Utility. Contact your system administrator for details.
2. Use standard Windows functionality to select one or more documents and click Open. The accepted file types are: PDF, Word, Excel, jpeg, tiff, png, bmp, and gif. You cannot upload password-protected documents. Documents are converted to PDF format, uploaded, and display on the Supporting Document dialog box.
3. Select the Select option to associate the document with the current transaction.
4. Optional. Associate the document with all new transactions that are entered.
5. Optional. Modify the document's description in the Description field. You cannot modify the document's File Name field. If you click Cancel before you click OK to include the documents, the documents are not included with the transaction, and are not saved on the Supporting Document dialog box.