Visma.net ERP
Attach a file to a record detail
You can attach a file in any format to a record or record detail, as described in this topic.
- Open the window, and select the record you want to attach the file to.
- On the line where you want to attach a file, click
. The Files dialog box is displayed.
- Click Browse.
- Select the file you want to attach, click Open.
You now see the name of the file you have selected in the field to the left of the Browse button in the Files dialog box. - Click Upload. The file name is now displayed in the File name column.
Repeat step 3 to 5 if you want to attach more than one file. - Close the dialog box.
- Verify that the
button has changed to the attachment icon:
.