Adding Line Item Attachments

After 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 select the Line Items tab.
Select Add to create a line item.
On the right pane, select the Attachments tab.
To select a file from your computer, select Add Attachment, and then select Browse.
1. Drag and drop files from your computer, or select Browse and navigate to your file.
2. Select if you want to revise the file automatically if a file with the same name exists.
3. Select Upload. The date and time that the attachment upload is also displayed.
To select a file from Document Manager, select Add Attachment, and then select Document Manager.
1. Select a file. You can use Find on Page to help you find a file. You can expand and collapse the document structure to 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.