Enabling attachment on Posted Transactions
Steps to Enable/Disable Attachments on Posted Transactions:
Steps:
- Navigate to Set Up Files > Set Up Options.
-
Locate the Attachment Option:
- Scroll through the list of options under the
Other Options
section until you find Allow attachment or removal of files on Posted transactions.
- Scroll through the list of options under the
-
Enable or Disable the Feature:
- To enable the feature, check the box next to Allow attachment or removal of files on Posted transactions.
- If the box is already checked, this means the feature is currently enabled.
- To disable the feature, uncheck the box.
-
Save Changes:
- Click the
SAVE
button at the bottom of the page to apply your changes.
- Click the
Outcomes:
- Enabled: Authorized users can attach documents and hyperlinks to posted transactions.
- Disabled: Attachments to posted transactions are restricted to preserve data integrity.