Attaching and Viewing Memos and Documents from Drill Down Forms

  To attach memos or documents:

1. On the Export form, click an amount.

   The detail lines for the amount are displayed.

2. Click the Memo column of a detail line (first column).

   The Memo Item dialog box is displayed

3. Select Add (the one at the bottom of the left pane) to create a new memo.

   The Explorer User Prompt dialog box is displayed.

4. In the Explorer User Prompt dialog box, enter a description for the memo item, then click OK.

5. In the Memo field of the Memo Item dialog box, enter the memo.

6. To attach a memo, click Add (one of the Add buttons in the right pane of the Memo Item dialog box).

   The File Browser dialog box is displayed.

7. Browse for the file to attach and click OK.

8. Click Upload.

9. Click OK.

   FDM returns to the Memo Item dialog box.

10. Click Update

11. Click Close.

  To view attached memos or documents:

1. On the Export form, click an amount.

   The detail lines for the amount are displayed.

2. Click the Memo column of a detail line.

   The Memo Item dialog box is displayed

3. From the left pane of the Memo Item dialog box, select the memo to view.

   In the right pane of the Memo Item dialog box, the memo ID, Memo text, and any attachments for the selected memo are displayed.

4. To view the attachment, click the attachment link and select Show Document.