Notes and files (documents) can be attached in many places within the Uniconta software whether it be under Customers, Prospects or Contacts etc.
Notes and Documents can be added using the Menu button “Attachments”.
A note can now be created by clicking on “Notes”.
Fill in the “Notes” and “Group” field (optional) and the rest will be filled in automatically.
To attach a document click on “Attachments” and then “Document”.
Next click “Add”.
Choose the file to attach by clicking on “Browse”.
The “Comment”, “Group” and “Group name” fields can now be completed.