Attachments - Document Management

Document Management

Attaching a file can be helpful for operational, legal, and organizational reasons.

Provide supporting documentation to validate charges.
Improve communication to explain detailed projects, terms, or condiations.
Maintain accurate records to provide a complete and traceable record of transactions.
Enhance efficiency by keeping the documents together with the relevant transactions.
Support dispute resolution to provide clear evidence of agreed-upon terms or deliverables.
Legal and contractual requirements to keep certifications, warranties, or compliance documents.

Benefits of using digital files:

Easy sharing in electronic formats like PDFs or scanned documents.
Security stored in cloud-based systems for easy retrieval.
Reduces the need for physical documentation.

Attaching digital files means you can improve transparency, expedite processing, and reduce the risk of disputes which may arise when documentation is missing.

In this section:

How do I add an attachment to a document? (2025.02)

How do I view an attachment? (2025.02)

How do I delete an attachment? (2025.02)