Add Attachments

The Agency Advantage combined all existing Image and Attachment records and are now displayed under a single Attachments tab inside the Customer Folder.  Once you have selected the Attachments tab click the add icon.

The Attachments Data Card will appear.  The entry form has been updated to include the ability to choose a file or scan from this form.  Once you have either scanned or browsed to choose the file, fill out the rest of the card and then click the back icon.

You can also use the drag and drop feature to add attachments.  Simply drag and drop the file in the Drop Area to the right. Once you have dropped the file in the drop area the The Attachments Data Card will appear, fill out the rest of the card and then click the back icon.  

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