Understanding File Attachments
Updated over a week ago

Attach your files and documents, simply.

There are often other documents that you would like to attach to documents in AgriDigital to ride-along with a Delivery, Contract, Order, or Invoice, this feature allows you to do just that.

Add an Attachment while creating an artefact:

To add a file while in the process of creating a Delivery, Contract, Order or Invoice, follow these simple steps:

  1. At the bottom of the page you will see a option to add an attachment:
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    Attachment_1.png
  2. Select the Upload File button or simply drag and drop your file into the upload area.

Add an Attachment after you've created an artefact:

To add a file after you have created a Delivery, Contract, Order or Invoice, follow these simple steps:

  1. While on the relevant delivery, contract, order or invoice; at the top of the page you will see a button that provides you to view other options, click this
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    Attachments_2_Manage.png
  2. Select the 'Manage Attachments' option and you will be able to add your files to the artefact.

Attachment_3.png

View your attached documents easily via a List View

To view attachments like the below image provides, simply the steps here to create new views on the list screen and select 'Attachments' as an additional column you'd like to see.

The paperclip symbol will indicate if a relevant delivery, contract, order or invoice has an associated attached document.

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