Attach a Document to an Account

Use the Documentation panel to attach an electronic document to the account displayed in the Work Form. Latitude supports any document type, such as a Word document, Excel file, text file, or image. You must have the Attach Documentation Permission.

To attach a document to an account

1. In the Reference Panel navigation bar, click Available Panels and then click Documentation.

2. In the Reference Panel toolbar, click Attach Document.

3. Do one of the following, depending on what your Internet browser allows:

• Click Choose File. In the Open dialog box, locate the file to attach, click it, and then click Open.

• Drag and drop a file onto Choose File.

4. In the Name box, type a name for the document.

5. In the Category list box, click the category to assign to the document.

6. Click Attach.

Related Topics

Data Grids

Documentation

Attach Documentation Permission

Documentation Categories