Upload Attachments
Documents related to the company, the task can be easily attached in eProcessify helping you manage all the essential details at one place.
Attachments are files uploaded to a task like Tax Return, Purchase invoices, Sales entries, etc.
On the dashboard, select the template for which you want to open the checklist.
On the checklist page, search the company for which you have to attach document.
Click on the task page, select the task for which document has to be uploaded, then click Attach File.
Alternatively, you can also upload attachments from the Show Menu icon.
Enter document name and attach. Click UPLOAD to save the document.
Last modified 2yr ago