Smart Form File Attachments

Users have the ability to view and add attachments to doc-link Smart Forms (document creation, document processing, and GL Smart Forms) with ease. Attachments can be existing doc-link documents or external files. A button on the Home ribbon of the Smart form opens a viewer, allowing the user to view and attach documents.

File types that can be viewed in the Attachments viewer are PDF and TIFF images. All other file types will open in their associated program.

An example for use of attachments would be for attaching receipts to an expense report utilizing a document creation Smart Form.


Open the Attachments Viewer

Add Attachments to a Smart Form