Page Comparison

One-time setting up of attachment system types 

1. From the Navigation panel, click Administration>System Types

2. Select FILE-TYPE, set code ATTACHMENT to a designated folder file path to store attachments

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3. Optionally : Select System, set codes ATTACHMENT-USER-PASSWORD and ATTACHMENT-USER-USERNAME to maintain access security on attachments
   

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   Tip
   Contact Readysell Support to explore other security and accessibility options.

Attaching a document 

1. Click  to attach a document to a Readysell record type where applicable e.g., Cards, Orders, Contracts etc.

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2. Click  to open/view the attachment

   Tip
   Observe the number in (1) indicating the number of attachments for a record type.

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