To add attachments to a cardIf your company file is online, you can attach documents to your contact cards. This means you can add customer or supplier contracts, employee agreements and other documents to your cards. You can then easily find documents associated with a contact by simply viewing their card. You can attach PDF, TIFF, JPEG or PNG file types, and the files must be less than 10MB in size. - In your online company file, go to the Card File command centre and click Cards List.
- Click the tab for the type of card (Customer, Supplier or Employee).
- Click the zoom arrow to open the card.
- Click Attachments.
Image Added - Attach the document. You can either:
- Click Add Documents to locate and select the document.
- Click and drag a document into the Card Attachments window.
The document is attached to the card. Image Added - Click Close to close the Card Attachments window. The Attachments button now shows you have 1 attachment added.
Image Added - Click OK to save the changes to the card.
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