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Select your attachment from the list and confirm your choice. The attachment will now be displayed at the bottom of the window, under the invoice.
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Editting Attachments in Ledger Entries and Posted Documents
The standard version of the Attachment Viewer does not allow editing attachments in ledger entries or documents that have already been posted. We designed a secure three-level editing system in case you need to do some additional changes.
1st level: No editting is allowed
At this level it is not possible to do any changes in the documents attached to your Posted Purchase or Sales Invoices or Credit Memos as well as to General, Vendor or Customer Ledger Entries.
2nd level: Checkbox in User Setup
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At this level, you can enable the adding of supplementary attachments to the pages above for individual users. The functionality can be set in User Setup by adding the checkbox called Allow Edit Posted Doc. in Att. Viewer using the Personalize action.
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This functionality will be available only to that person, and they will not be able to delete attachments, only add them. |
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3rd level: Toggle button in Attachment Viewer Settings
At this level, you can enable the adding and deleting of attachments to the pages above to all users in the system. Similarly to the second level you need to add the corresponding field through the Personalize mode first. This time go to Attachment Viewer Settings, activate the Personalize mode and add the Posted document editable toggle button to the settings table. Confirm the change.
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