In this article, we will go over how to add a file to an order. For example the customer may have sent you a map of how to get to the delivery location. You can now add the file to the order.
Please note that the files to be attached can be uploaded from your computer or from the customer's CRM record. To learn how to upload to the CRM, please read the article.
1 - Click on the Overview tab and then click on the Order Id number
2 - The Order Details Page will appear. Next click on the Choose Function Drop Down box.
3 - Click on the Attach Files link
4 - The box to attach files will appear
Please note you have 2 choices of where to locate the file:
If the file is located on your computer:
5 - Click on the Choose File tab
6 - Next select the File you want to upload. Please note this may look different with different computers or web browsers.
7 - Once you see your file has been uploaded you can then click on Upload File tab
8 - Your file will now be attached to your order and will appear above.
9 - Note you can View the file you have attached or you can Delete the file you have attached.
If the file has already been uploaded to your customer's CRM record:
10 - Click on the Choose File From the CRM tab
11 - A pop up box will appear with the files you have previously uploaded to the customer's CRM record. Please note any files you upload to an order will Automatically be uploaded to the customer's CRM record as well to be stored.
12 - Click the file you want to attach and it will be attached to the order.
13 - The file will then be attached to your Order.
14 -Note you can View the file you have attached or you can Delete the file you have attached.
You have now learned how to attach a file from your computer or the customer CRM record to an order.