Attach a Document to an Item

Use these steps to upload and attach documents to an item.

To attach a document:

1. Under the Setup menu group, go to Sales Orders > Items > Items.
2. Use the search filter and/or the Search field at the top of the workspace to select an item.
3. Click Other Actions > Attach Documents.
4. In the dialog box that opens, click Select files... to open your file explorer.
5. Select the file you want to upload.
6. Click Ok.