Attachments

Attachments contain files attached to the overall reconciliation but not to comments or transactions on the reconciliation.

Preparers can add attachments to the overall reconciliation in the Attachments section of the Summary tab, and to reconciliation comments or transactions. Reviewers and Commentators can only add attachments to their comments.

Preparers only: To add an external document or web page link to the Attachment sections, perform these steps:

1. On the Summary tab, expand Attachments.
2. Click New.
3. From the Type list, select one of these types:

   • Local File—Enter a name, select Browse to select and attach the file, and then click OK.

   • URL—Enter a URL name, then enter the URL (for example: Oracle, http://www.oracle.com), and then click OK.

   • Optional: Repository File—From the file list, select the file, and then click OK.

     Note:

     To add a reference file or URL to multiple reconciliations or transactions at one time:

     1. Click Reconciliations or Transactions.

     2. You can multi-select the reconciliations or transactions (either highlight more than one row or select more than one using the SHIFT key), and then click Actions, then Add Reference, then File or URL.

4. In Name, enter a descriptive name.
5. Enter a URL, or browse to select a document.
6. Click OK.