Attach a Document to a Load

To attach a new document to a load tag, either click New on the Attached Documents window, or select the tag from the Loads list and click Attached Document in the Attached Documents section of the List Tools tab to display the Attached Documents window.

The Attached Document Details window is displayed.

• The file to be attached is selected by clicking the button to the right of the Document field. A file browser window is opened allowing the user to navigate to the file. Select the required file and click Open on the file browser window to close the file browser window and return to the Attached Document Details window with the Document field populated.

• The user can select a document type from the Type drop-down list or manually enter a new type. An optional description can be entered in the Description text box.

• By checking the Public checkbox the user can share the attachment with all the users on the same project. Leaving the Public box un-checked will set the attachment to private and only the originator will have access to the attachment.

• Click OK to close the Attached Document Details window and return to the Attach Documents window with the new attachment displayed in the grid. Click Apply to save the details of the attachment without exiting the window. Click Cancel to return to the original Attached Documents window.