Adding Line Item Attachments

Once a line item is in the process of creation, the Attachments tab will be available in the right pane.

To add an attachment to a line item:

Go to the business process and click the Line Items tab.
Click Add to create a line item.
On the right-hand pane, click the Attachments tab.
To select a file from your computer, select Add Attachment > Browse.
1. Drag and drop files from your computer, or click Browse and navigate to your file.
2. Select if you want to include reference files and if you want to revise the file automatically if a file with the same name exists.
3. Click Upload.
To select a file from Document Manager, select Add Attachment > Document Manager.
1. Select a file. You can select the Find on Page icon to help you find a file. You can expand and collapse the document structure to easily navigate to your file.
2. Select the Copy Comments checkbox to copy the comments that are associated with the file you are attaching.
3. Click Select.