Add an Attachment Type

Before you add an attachment type, such as PDF or Contract, you must have a "Media Type" table. If one doesn't exist, add it (or make an existing one active). For more details about tables, see Manage Tables.

1. From Control panel, Fields and tables, Tables, search for "Media" or "Media Type".

2. Under Table name, select the media for the subledger you need.

3. To add a new attachment type, select Add.

   Tip: If the attachment type you need is inactive, open it and clear Inactive.

4. Enter the description and select Save.