Adding Documents

Documents are related to at least one component of the inventory system. For this reason, documents can only be added via the More.../Documents button on a layout listed in the Document article. Documents cannot be added to the Document layout directly.
To add a document, navigate to the layout that will be associated with the document. In this example, the document is associated with a customer. Click the More.../Documents button.
Accessing Documents for a customer
Once the Documents window appears, click the +Add button in the lower left corner of the Documents window.
Drag the document inside the "Drag file or image here" area.
You can cancel the process by clicking "Cancel." To continue with the process and add the document to Trayse Inventory, click "Continue."
Drag a document into the selected area
Last modified 2yr ago