For example, from an ongoing sales order to a posted sales invoice.
For example, you might want to attach design specifications to an item on a purchase invoice.Īttachments, links, and notes stay attached to the card or document while it's processed into other states. On the Lines FastTab, you can also use the Attachments action to attach documents to a specific line.
The number in the tab title indicates how many attached files, links, or notes exist for the card or document.
On most list pages, cards, and documents, you can attach files, add links, and write notes on the Attachments tab of the FactBox pane.