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)