How do I add attachments to Third Party ?

Modified on Mon, 12 May at 2:20 PM

To add attachments such as a contract to the files of consumers, resellers, suppliers, manufacturers and other third parties, follow these steps:


1. Select the "Third party" module, then choose the sub-module corresponding to the category of third party you need (for example, "Consumers", "Suppliers", etc.).

2. Search for the specific third party for which you want to add an attachment and open its file.

3. In the third party record, locate the "Attachment" section to download files.

4. Click on the "Add a file" button to select the file you wish to attach to the record.

5. Select the appropriate file from your computer.

6. Once you have selected the file, click on the "Save" button to save the changes and attach the file to the third party file.

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