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 DocLink documents as new line item values
• Attach DocLink documents to existing detail line items.
• Attach files from a file location.

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

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