Add a document from clipboard
Right click on the document from your computer and select copy.
With the creditor in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:
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Once added, the document will be accessible via that creditor’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the creditor. That number will increase as more documents are added to the creditor. |
Add or link an existing document using the Documents tab
Manually add or link to an existing document directly from the creditor's Documents tab, as follows:
▪open the creditor in Add or Edit mode
▪go to the Documents tab in the footer
▪select Add New, or Link Existing
▪select the document from the list.
See Add or Link Existing Document for more detailed information.
Unlink/delete a document from a creditor
Unlink a document (ie. remove the link) or delete a document from a creditor in this manner:
▪open the creditor in Edit mode
▪go to the Documents tab
▪select the document from the grid
▪select Delete Document or Remove Link.
See Add or Link Existing Document for more detailed information.
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Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed. |
Further information
Creditors Allocate Payments Grid
How to