How do I add attachments? (products, customers, vendors, orders)

You can add attachments to much of the data held in inFlow Cloud. For instance, if you wanted to attach a warranty to a particular order, or certificates re: tax breaks to a customer record.

 

Attachment screen

 

To add attachments in a record:

  1. Open the record you want to add an attachment for.
  2. Click Attachment in the top toolbar.
  3. Click Add New in the resulting window.
  4. Choose the file you want to attach and then click Open.
  5. Click Save in the attachment window and again in the top toolbar.

 

To re-open the attachment:

  1. Navigate to the order, product or record that you wish to address.
  2. Click Attachment in the top toolbar.
  3. Click the name of the file you wish to open.

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