Other Options

Enabling attachment on Posted Transactions

Steps to Enable/Disable Attachments on Posted Transactions:

Steps:

  1. Navigate to Set Up Files > Set Up Options.
  2. 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.
  3. 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.
  4. Save Changes:

    • Click the SAVE button at the bottom of the page to apply your changes.

Outcomes:

  • Enabled: Authorized users can attach documents and hyperlinks to posted transactions.
  • Disabled: Attachments to posted transactions are restricted to preserve data integrity.