Attach files to a Direct Order

Add relevant order documentation to a Direct Order and review the files associated with the record.

Before you start

• A Direct Order record is being created or maintained.
• Files should be relevant to the order.

Steps

1. Attach on Direct Order — Adds files to the Direct Order.
2. files[] on Direct Order — Displays files associated with the record.

Result

Displays files associated with the record. Confirm this on Direct Order.

Screens involved

Add new > Sales Jobs > Direct Order