Add Documents to the Documents Tab

To add several documents at once, perform a batch upload from the Documents tab.

To upload several documents:

  1. Go to Mileage workspaceDocuments tab.
  2. Use the search filter and/or the Search field to select a mileage sheet.
  3. From the Other Actions drop-down list, select Attach Documents.
  4. In the dialog that opens, click Select files to open your file explorer.
  5. Select the files you want to upload.
  6. Click Open, or press ENTER.
    Maconomy lists the files you selected in the dialog. You can opt to delete some of the files before performing the upload.
    Note: Instead of performing steps 4-6, you can opt to select the files from your file browser window, then drag and drop them into the Attach Document dialog.
  7. Click Ok.
    Maconomy uploads the files and lists them in the Documents tab.
    Note: If you want to enter additional remarks for a specific document, you can fill out the Remark field for that document in the Documents tab. Click Save, or press ENTER to save the information.