To enable this functionality you must have the ‘Attachment’ section displayed in your worksheet. If this section is not already in your worksheet, go to ‘Manage Templates’ to create/modify a worksheet with the ‘Attachment’ section included.
Enter information directly into the worksheet, or open the Attachments form (and enter information) by performing one of the following:
·Double-click in the ‘Customer Attachments’ section.
·Click the ‘Forms’ icon on the Customer Wizard ribbon and select ‘Customer Attachments’.
To upload the Attachment(s) click the ‘Attachments’ icon on the ribbon and select ‘Upload Selected Attachments’ or ‘Upload All Attachments’ as illustrated below:
