Attach Documents to Invoices

You have the ability to view, as well as attach any supporting documents associated with the invoice. Once attached, other users can view and download these files. You may choose to attach files in order to have a scanned/electronic version of an original invoice, readily accessible for review.

In IE10, Firefox, Chrome, and Safari browsers, you can simply drag and drop documents from your local directory onto the Attached Documents tab. This can be done to attach documents throughout e-Builder Enterprise™.

To view/attach documents to an invoice

  1. Go to the Invoice Details page.

    2. For more information, see Access the Invoice Details Page.

  2. Click the Documents tab.
  3. Click Attach Documents.

    4. The Attach Documents dialog box displays.

  4. In the Select Attachment Method section, select your method of attachment.
  5. Click Browse For Files...
  6. Search for and select the file you want to attach.

    7. You are returned to the Attach Documents dialog box.

  7. If you are attaching files from e-Builder, go to step 9.

    8. —Or—

    If you are uploading files from your computer, in the Select an e-Builder Destination folder field, click Browse.

  8. Search for and select the e-Builder destination folder.
  9. Click Attach Selected.