About file and link Attachments on records
Attachment windows—parent-child relationships
Attaching files individually using the Add Attachment window
Attaching hyperlinks individually using the Add Attachment window
Attaching scanned documents using the Add Attachment window
Dragging and dropping multiple files onto records
You can drag and drop any number of files onto individual records to create attachments.
Tip: You can drag and drop files from Windows Explorer onto the Sage 100 Contractor records.
To drag and drop multiple files onto records:
- In Sage 100 Contractor, open the specific record to which you want to attach files.
- In Windows Explorer:
- Browse to the files for which you want to create attachments.
- Select the files and then drag and drop them on the Sage 100 Contractor record window.
- Save the record.
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To verify that the attached files are there:
- Recall the Sage 100 Contractor record.
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On the toolbar, click the Attachments button.
You should see the attached file displayed in the grid of the Attachments window.