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How do I upload file attachments to my documents?

Overview

In metasfresh you can upload file attachments almost everywhere. You can upload single files one by one or multiple files all at once.

Steps

Open the document where you want to attach your files, e.g. business partner, sales/purchase order, product, etc.

Upload

  1. Upload your files by dragging and dropping them onto the metasfresh interface (see example).
  2. The files are stored with the document you have open at the moment you drop the files.
  3. To view the attached files, use the sidebar to jump to the list of attachments .
  4. You can upload as many files per document as you require.

Download

Jump to the list of attachments by pressing Alt + 7 / ⌥ alt + 7 and download the file simply by clicking it (see example).

Delete

Jump to the list of attachments by pressing Alt + 7 / ⌥ alt + 7 and simply click on the small delete icon next to the file to delete it (see example).

Example


Zur Quelldatei auf github.com