How to Use Attachments
Tags: Attachments, File, SystemBasics
Attachments are any type of computer file and they can be attached to records in the OnSite system including:
- Sales Orders
- Quotes
- Purchase Orders
- Bank Reconciliations
- Employees
- Marketing
- Contacts
- Prospects
- Customers
- Products
- Designs
- Vendors
Some practical uses are:
• Signed documents like an “Order Approval” attached to a specific order.
• MSDS chemical sheets attached to a specific Vendor.
• Proposals attached to a Customer file or a Marketing Contact.
• Checks or bank statements attached to a “Bank Reconciliation”.
• Embroidery stitch files attached directly to a design.
• Packing slips attached to a “Purchase Order”.
How to use Attachments.