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 Select files to open your file explorer.
5. Select the file/s that you want to upload.
6. Click Open, or press ENTER. iAccess lists the file/s 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 file/s from your file browser window, then drag and drop them into the Attach Document dialog.
7. Click Ok. iAccess saves your changes, and lists the file/s you attached in the Documents tab.