1. Choose the icon, enter Incoming Documents , and then choose the related link.
2. Choose the Create from File action.
3. On the Insert File page, select a file, and then choose Open . The file is automatically attached.
4. Alternatively, choose the New action.
5. How to attach a file, choose the Attach File action.
6. On the Insert File page, select the file that represents the incoming document in question, and then choose the Open button.
7. On the Incoming Document page, fill in the fields as necessary. Hover over a field to read a short description.