4.4.2.3.2 Adding Attachments to an Account Record

To add an attachment to an account, follow these steps:

1. In the Exemption Details page, click the Accounts tab to display all accounts that are exempted under the viewed Exemption ID.
2. Select a record from the list of Accounts.
3. Click Attachment to add an attachment. The Add Attachment window displays.
4. Enter the comments in the Comment box.
5. Click Attach File. Select a file to attach. Click Upload. The attachment is added to the selected persons involved record and the user returns to Add Attachments window.

   Note:

   You can attach only .text, .doc, and .xml files.