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)

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