Attach Document(s) to Company
- Stephanie Pepper (e-manage|ONE)
- Maresa Rojas
Although you can attach documents using this method, the easiest way and most univerals way to attach documents to a company is by using the "e-manage Upload to a Record" folder method.
The Attach Document(s) action menu item allows you to save any electronic file, no matter the type of file to the e-manage database for others (that have access to the company) to view and / or modify from any computer with e-manage installed.
First click the Attach Document(s) button on the top toolbar → Select the Document Type → Select “Attach Document” to browse your files to select the document → Save. You can select multiple documents at a time (if they are all the same document type) by using your CTRL key on your keyboard.
You can access the documents uploaded from the History → Documents window. Documents marked as customer viewable can be viewed by customers using the e-manage Customer Portal.
