HOWTO: Insight > Add attachments

Introduction

Users can easily add attachments to agreement or protocol records by selecting files from your electronic folders or dragging & dropping.

Steps 

1. Inside a record and an open transaction, select the Attachments folder on the left panel.
2. An attachment can be added by:
   
   1. Dragging and dropping the document(s) onto the light green area as shown below.
   2. Select the document(s) from a location on your computer 
3. Once file(s) are uploaded, select the Type and add a Description