Attachments for clients

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Each requirement has an attachment upload where clients can upload files requested by their accountant.

After uploading an attachment the file name will be shown in a list below the file upload area.\

Clients have a few options for handling attachments. Hover over the small circle to the right of the attachment name to show the options.

Delete file – click the rubbish bin icon to delete a file.

Preview file – click the landscape icon to preview a file. A greyed out icon means the preview is not available for that file.

Move file – click the folder icon to move the attachment to a different requirement in the same category or in a different category.

Download file – click the down arrow icon to download a copy of the file.

Rename file – click the pencil icon to rename a file. Note that the file extension cannot be changed.

In addition, the order of the attachments can be changed. Click and hold the area next to the attachment name and drag it up or down the list of files.