Attaching a document to almost any item, such as contract file attachments
Overview
This is where you can attach files to a contract. For example, an inhouse contract created for the purpose of sending flyers out to particular customers.
There is an 'Attach' button on almost all transactions, customers, cards products and contracts. Click the attach button to attach any document to the contract.
Reference
File attachments
| Name | Description |
|---|---|
| File name | Name of the file that has been attached in the email |
| Created At | The date and time when the file was created |
| Size | File size |
| Created By | User who created the file |