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Section 2: Upload Related Attachments

Attach external files directly to a Zudello record to keep all relevant information together.

Steps:

  1. Open Primary Document: Navigate to and open the Zudello document you want to attach a file to (e.g., a Purchase Order).
  2. Access Related Attachments Panel: Click the Related Attachments icon (often a paperclip) in the side action panel (far right).
  3. Upload File(s):
    • Click Upload Attachments.
    • Either drag and drop the file(s) from your computer into the upload area, OR click Click here to upload and select the file(s).
  4. Wait for Upload: Allow the file(s) to finish uploading. They will appear in the list within the panel.

What Happens Next?

  • The uploaded file is now stored and linked to the Zudello document.
  • Anyone viewing the Zudello document can see and download the attached file(s) from the Related Attachments panel (subject to permissions).

To Remove an Attachment:

  1. Open the Related Attachments panel.
  2. Click the delete icon (trash can) next to the file you want to remove.

End of Tutorial

You can now effectively link related Zudello documents and attach external supporting files!

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