Adding an Attachment as a Part of Your Billing Workflow
You can attach documents to specific line items when entering your billing information.
To add an attachment from Your Billing Workflow:
- Select the Progress tab.
- From the Attachments column for the line item you want to add an attachment to, select the paperclip icon.
An Attachments panel opens on the side of the page.
- From the Attachments panel, select the +Upload Document button.
Additional fields display in the panel.
- Enter a description for the document.
- Optional. Choose to classify the document.
When you classify documents, only users in your organization with the Manage Classified Documents user permission can view the document.
- Select the Save button.
- A Success message displays, confirming you successfully added an attachment.
- The panel shows whether you chose to classify the document and the document itself is marked as Classified.
- The document name and description displays in the panel. The panel lists all documents attached to the line item.
- The Attachments column now displays the number of documents attached to the line item.
- Optional. Add additional attachments by following steps 3-6.
- Select the X to close the panel.
Last Published Wednesday, August 7, 2024