Watch this Gif or follow the steps below:

Step 1: Click 'Search for records'.

Step 2: Choose from the dropdown list one of the supported record types you want to search for and enter in the search criteria (company, name, invoice number etc.) and hit enter.

  • Choose the record you want to search for (1)

  • Type in the search criteria and hit enter (2)

  • Decide if you want to include attachments (3)

  • Check off the record(s) to attach it to (4)

  • Hit 'Attach' (5)

Did this answer your question?