Who is this article for?

Users responsible for managing customer accounts.

Supplier Edit Attachment permissions are required.

Additional information can be stored in the form of attachments. 

This article outlines how to add and update the attachments added to the supplier record.

1. Adding an attachment

1. Open the Supplier module.
2. Open a supplier record.
3. Expand the Properties section.
4. Click Add Attachment.

5. Select whether you want to add a single file, a folder or a URL.

6. Select the storage method:

• • • Off: The attachment will remain in the location you found it. If other users don't have access to that location then they won't be able to access the attachment.
    • Embed: The attachment is copied and stored in the Quality Management database. Anyone with permissions to access the record will be able to access the file.
    • Store in: You select a new home for the file. If other users don't have access to that location then they won't be able to access the attachment.

7. Click OK, then save the record.
8. Notice the attachment will be displayed in the Attachment pane.

2. Editing or deleting an attachment

1. Open the Customer module.
2. Open a customer record.
3. Expand the Properties section.
4. Click View/Edit Properties.

5. Click Attachments.

6. Click either Edit or Delete.
7. Perform your action.
8. Click OK, then click Save.