Adding Attachments to a Smart Form

There are a number of different ways to attach documents to a Smart Form. Depending on how the Smart Form is configured, users can:

• Attach documents to the Smart Form header
• Import doc-link documents as new line item values
• Attach doc-link documents to existing detail line items.
• Attach files from a file location.

For example purposes, the steps outlined below to attach documents reference the doc-link document creation smart form which is an add-on feature you may or may not be using. The same process outlined works across all doc-link smart forms, including processing smart forms as well as GL smart forms.

1. Considerations when Attaching Files
2. Import an Existing doc-link Document as a New Line Item or Browse to a File
3. Attach an Existing doc-link Document to the Smart Form Header or a Detail Line Item
4. Attach Non-Native File Types to Smart Forms