Attach
- Igor Selizhuk
- Michael DeCapua
- Support
About Attaching Documents
The Attach Documents button in the Quick Add Toolbar allows users to quickly add documents.
Select Attach.
Drag & Drop files from your local drive or
Browse and upload.
Confirm the Uploaded Files.
Select the Date and Time.
Select the Direction.
Select the Deliver method.
Select the Priority.
Select the Search Sub-Category.
Select the Category.
Select the Sub-Category.
Select the Tags.
Select the Folder.
Select where the Document is From.
Select where the Document is To.
Select the Related To.
Select the Analysis.
Select the Reviewed Date.
Enter a Description.
If applicable, place a checkmark in the Append file name checkbox.
Enter any relevant Comments.
Select SAVE to add new documents.
Otherwise, select CANCEL to return to the previous screen.
Related Pages
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.