E-Broker 5.0 Help

Insert Attachment

Insert Attachment

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Insert Attachment

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You can insert an attachment to any existing Task, Note or Journal.

 

A good example might be a scanned proposal or a carrier quote.

Insert an Attachment

1.Chose an existing Task, Note or Journal
2.Right click on the line in question and select the Attachment option.
3.In the Attachment Window, select Insert form the right hand menu
4.Find your attachment (on your desktop or folder) and click Open.
5.The attachment is inserted.

 

See Also: How to Journal