UPLOAD DOCUMENT (ORDERS)

When you need to attach documents to an order, you can choose drop down to right of order and click on "Print and Update as Sent" if you haven't sent the order already.  Once the document is uploaded, a note will show on the Notes Tab.

If you have sent the order already, just click on the same drop down to the right of the order and click on "Upload Document"

Then you will need to click on "Choose File" to locate the file you are wanting to attach to the order

Click on the file to be attached

Select the status of the document you are attaching

Enter the description for your attachment

Click on "Upload and Close" to finalize your attachment.