Add attachments and signatures to a record

1. (If it is not open already) Open the record you want to add attachments and signatures to.

   • Open an existing account record.
   • Open an existing contact on an account record.
   • Open an existing invoice.
   • Open an existing payment or credit adjustment record.
   • Open an existing refund record.

2. Click the Other tab.

   Note: This tab is nearly identical on the Account, Contact Detail, Invoice, Payments & Credits, and Refunds dialog boxes.

   

   If any attachments or signatures are required, a check appears in the Required column next to Attachments & Signatures.

3. Click Attachments & Signatures.

   The Attachments & Signatures dialog box appears.

   

4. Use the dialog box to select files or signatures to add to the record.

   Note: Information on attaching files is available in the FH online Help, in the Attach Files topic. Information on capturing a signature is available in the FH online Help, in the About Signature Capture and related topics.

5. Click Close.

   A check appears in the check box in the Completed column next to Attachments & Signatures. A pair of numbers also appears next to the checkbox; the first number indicates the number of attachments, and the second number indicates the number of signatures attached to the record.

   

6. Click Close.