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.

2. Search the company name

On the checklist page, search the company for which you have to attach document.

3. Select task

Click on the task page, select the task for which document has to be uploaded, then click Attach File.

4. Upload document

Alternatively, you can also upload attachments from the Show Menu icon.

5. Save

Enter document name and attach. Click UPLOAD to save the document.