“In this page, you will find a detailed and comprehensive overview of the document attachment page, how to access it, its features, and a step-by-step explanation of how to add a new attachment.
To access the ‘Document Attachment’ page, please follow these instructions:
- Start by clicking on the ‘Settings’ menu in the main navigation.
- Then, click on ‘Document Management’ available in the top bar of the page.
- You will be taken to the ‘Document Attachment’ page, which displays the attachments saved in the system.
Features and Uses of the ‘Document Attachment’ Page:
- Use Filters: When visiting the ‘Document Attachment’ page, you can take advantage of using filters. This allows you to select movements that you want to review their attachments based on several criteria, such as document type or other movement-related information.
- Type Filter: You can search for attachments based on the document type. This helps you gather documents of similar types together for easy review and management.
- View Documents: You can view any document in the system that has an attachment. This allows you to easily access the content of the document and its attachments.
- Download Attachment: If you need to download or save any of the existing attachments, you can use this option to download the files and keep them on your computer.
- Edit and Delete Attachment: You can also edit the attachment or the statement related to it. This allows you to make necessary changes to the information related to the attachments and update them as needed.
Using the ‘Document Attachment’ page, you can efficiently organize and manage document-related attachments, search for them based on specific criteria, edit, or delete them as needed. This makes it easy to access and keep information organized.
Explanation of How to Add a “New Attachment”:
- Use Filters: First, use the type filter to specify the type and movement to which you want to add an attachment. This helps in easily identifying the relevant movement and ensuring it’s added to the correct one.
- Add Movement Number: Enter the relevant movement number to which you want to add the attachment. This helps in accurately identifying the movement.
- Add Description: You can add a description to the movement to mention any additional data or information related to the attachment you want to attach. The description can be helpful in documenting the attachment’s content and purpose.
- Attach File: After entering all the necessary details and adding the required data, click the ‘Choose File’ button to upload a copy of the attachment to the system and link it to the selected movement. Choose the file you want to attach from your computer.
- Add New Record: After ensuring that all required details are filled and the attachment file is uploaded, click the ‘Add New Record’ button. The new attachment will be successfully added to the system.
By following these steps, you can easily add a new attachment to the selected movement in the system and link it to the appropriate document or process.
Make sure to document the necessary information and verify its accuracy before clicking the ‘Add’ button.”