Attach Documents

Use these steps to associate certain documents with a specific customer.

To attach a document:

1. Under the Customers menu section, go to the Customers workspace.
2. Use the search filter and/or the Search field to select a customer.
3. From the Other Actions drop-down list, select Attach Documents.
4. In the dialog that opens, click Choose Files to open your file explorer.
5. Select the file/s you want to upload.
6. Click Open, or press ENTER.
7. Click Ok. iAccess saves your changes, and lists the file/s you attached in the Documents tab of the workspace.