- Contents
Portfolio Manager Help
Attach a File
Use the Attachments tab to attach a file to a buyer, seller, investor, purchased portfolio, sold portfolio, or sample portfolio.
To attach a file
-
In the Navigation Explorer pane, click Buyers, Sellers, Investors, Purchases, Sales, or Samples.
-
Double-click a record name. The information appears in the Information pane.
-
Click the Attachments tab.
-
In the toolbar, click the Add icon.
-
In the dialog box, click the file and then click Open.