Attachments (Customer Orders)

The attachments tab on the process form displays any item, account/job, or previously saved document attachments* linked with the current transaction that have been designated for printing at Point of Sale.

Attachments can be any Microsoft® Windows® compatible file, map link, or web address. A browser and Internet access is required for using map links and web addresses. File attachments require whatever software is necessary to open/view the particular type of file. For example, to open a PDF (portable document file) would require Adobe® Acrobat® Reader® software just as Microsoft Word® software would be needed to open most Word documents (.DOC or .DOCX extensions). Because attachments can be shared amongst many users, it's possible that some users won't have the necessary software or network access to utilize them.

*Newly associated document attachments will not appear on the Process (F12) form's Attachments tab because the attachment has not yet been associated with a document or other record. The attachment will be available from the Document viewer after processing the transaction.

Clicking the "..." button next to an attachment, shows additional details about the attachment:

The View button can be used to open or execute the attachment. Click the "return" button to return to the summary view.