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