Users can now add attachments through their web browser. The following file types are supported: 

  • PDF, DOC, DOCX, PNG,J PG, TXT, CSV, TIFF, XLS, XLSX
  • NB: only PDF attachments can be included in the printed letter.
  1. Open a task from the task list
  2. Click on the 'Attachments' tab

3. From here you can either
     a. Drag and drop your files in
     b. Click the section to browse your computer for the required files

4. Once you have selected your file(s), press 'Send'.

5. If your attachment is a PDF you can include it as an additional page on the final document.

6. We can now see the attachment below.

7. If you want to download the attachment, click the '3 dots' beside the attachment under 'Action' and click 'Download 

8. If you want to delete the attachment, select delete from the above menu

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