Use these steps to associate certain documents with a specific customer.
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Under the Accounts Receivable menu section, go to the Customers workspace.
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Use the search filter and/or the
Search field to select a customer.
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From the
Other Actions drop-down list, select
Attach Documents.
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In the dialog that opens, click
Select files to open your file explorer.
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Select the file/s that you want to upload.
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Click
Open, or press ENTER.
Maconomy 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.
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Click
Ok.
Maconomy saves your changes, and lists the file/s you attached in the Documents tab.