How to Add Attachments to an Agreement Header

It is possible to attach digital files to the header of an agreement. For example, an digital copy of a pay agreement can be attached to the pay agreement header and or a bill agreement header as a record of the agreement or to be used as a guide when configuring the agreement in Rates and Rules.

It is possible to attach files that are saved on the local computer or saved in a file location accessible over your network. To add an attachment to the agreement header, follow the procedure below.

1.	At the header of the Pay / Bill Agreement Entry screen, click on the Attachments tab, as shown in the example below. The Attachments tab displays.
2.	Click Add Files. A dialog box opens, allowing you to navigate to the location where the file to be attached is located.
3.	Using the dialog box, navigate to the folder containing the file to be attached, click on the relevant file and click Open. The dialog box closes and the name of the attached file appears in the attachments list.
4.	At the header of the Agreement, click Save. The attachment is saved.

Note that you can save any file that is attached to an agreement header to a location on your computer or any file location accessible via your network. To do this, click the download button next to the relevant attachment and find the file in your windows directory ‘Download’ folder. The file can then be copied and stored in any of your file locations.

You can delete an attachment that is attached to the agreement header by clicking the delete button next to the relevant attachment.