Attachments Tab

The attachments tab is accessed from its associated record or transaction and is where files associated with the transaction/record are managed. From this tab users can:

Upload documents to a transaction or record
Delete attachments
Open a split view of the transaction/record and the uploaded document
Attach existing documents from Documents to Process to the transaction/record

Security

All users are able to view the Attachments tab for transactions/records that they have access to.

Attachments Tab

	Button/ Field	Description
1	Attach Existing Document	Opens the Documents to attach panel which displays documents uploaded to Documents to process.
2	Upload Box	Opens the document explorer. Click to upload a document or drag a drop a supported file type in the box.
3	Document link	Uploaded document file name and link. Click to open a split view of the attached document and the transaction/record.
4	Trashcan	Deletes the file from the transaction. If the document was attached from Documents to Process, a confirmation window includes the option to Restore the document to Documents to Process.
5	Collapse/Expand	When expanded, collapses the attachments section to a minimized view. When collapsed, expands the attachments section to a larger view.

Documents to Attach Panel

The Documents to Attach panel opens when Attach Existing Document is selected on the Attachments tab. It displays documents uploaded to Documents to Process.

From this panel, users can attach previously uploaded documents to the current transaction.

This panel is only accessible from the following transactions:

Journal Entry (excluding the classic version)
Payroll Journal Entry (excluding the classic version)
Bank Transfer
AP Payment

	Button/ Field	Description
1	Close	Closes the Documents to attach panel.
2	Search	Search - Filters the table for the entered text in the following columns: File Name Location
3	Table Options	Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Menu - Contains the following additional table actions: Refresh Data - Refreshes the table without changing the view. Row Height - Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.
4	Document Selector	Selects the document for bulk actions in the action bar (#6)
5	Document Row	The row that represents a single upload to Documents to Process.
6	Action Bar	A menu of actions that apply to the selected documents. Options include: Attach: Attaches the selected document(s) to the transaction. Close: Closes the action bar and unselects the previously selected document(s).

Split View in the Attachments Tab

The split view displays a side by side view of the transaction or record and the uploaded file.

	Button/Field	Description
1	Modal View	Closes the split view and opens the image/document in a small window.
2	Full screen	Expands the image to full screen.
3	X	Closes the split view.
4	Page selector	Opens a dropdown that includes all documents attached to the current transaction/record.
5	Download	Downloads a copy of the file.
6	Toggle Sidebar	Opens a sidebar panel to browse the attachment by page thumbnails.
7	Page navigation	Displays the current page number and total pages. A page number can be entered to jump to a specific page.
8	Zoom controls	Zooms the attachment in or out. The current zoom percentage is displayed between the minus and plus buttons.
9	Fit to page	Adjusts the view so the full page fits in the viewer window.
10	Rotate	Rotates the attachment view.
11	Draw	Enables freehand markup on the attachment.
12	Undo	Reverts the most recent markup or change.
13	Redo	Restores the most recently undone markup or change.
14	Download	Downloads the attachment to the device.
15	Print	Downloads the attachment to the device.
16	More options	Opens additional viewer actions and settings.
17	Resizer	Resizes the image and transaction/record section. Grab and drag to the desired size.