Attach a Document to a Mileage Sheet Line
When associating a document with a mileage sheet line, you have two options. You can attach the document directly from your local drive, or you can choose to associate a mileage sheet line with an existing document.
To attach a document to a mileage sheet line:
- Go to the Mileage workspace.
- Use the search filter and/or the Search field to select a mileage sheet.
- In the Registrations tab, select the line you want to update.
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To attach a document from your local drive:
- Click .
- In the dialog that opens, click Select files to open your file explorer.
- Select the file you want to upload.
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Click
Open, or press ENTER.
iAccess lists the file you selected in the dialog. You can opt to delete it, and select another file.
Note: Instead of performing steps b-d, you can opt to select the file from your file browser window, then drag and drop it into the Attach Document To Line dialog.
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Click
Ok.
iAccess attaches the document to the mileage sheet line, and also adds the file to the Documents tab of the Mileage workspace.
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.
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To attach a document listed in the Documents tab:
- In the Document field, select a file from the drop-down list.
- Click Save. iAccess attaches the file to the mileage sheet line.