Creditors Documents Tab

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:

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 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.