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Adding Attachments

An Attachment is any additional file included with a document.

Attachments include supporting materials and documents such as an application form, an explanation of benefits, or graphics.

You can add attachments to a document from a list or you can browse for attachments. You can also view attachments before you add them to a document.

You can attach Attachment File Types.

Note The maximimum attachment file size is 2 KB.

To add attachments to a document

  1. When creating or updating a document, click the Attachments tab.
  2. Click Attach filesto select files to attach to this document.
  3. In the Add Attachments dialog, select the files you want to add as attachments.
  4. Click OK when done.

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