Send Documents and Files

Attach a File to a Document

To attach a file to a document, your document forms must be configured to support this feature. Configuration occurs during forms setup.

You cannot attach a file to a document when you create it. You must first create the file, save it, and then access it from your Sendbox, where it must have a Saved status.

An attached file cannot exceed 5 MB.

To attach and send a file to a partner

1	Click the Document Manager tab, and on the left side of the page, click Sendbox.

2	In the Document Sendbox list, click the Document ID of the document you want to attach a file to.

The Document View page displays your document contents.

3	At the top of the document form, in the Add Attachment(s) section, click the Attach link.

4	On the Document Attachments popup that opens:

a	Click Browse to locate the file on your desktop. Then, find and select the file and click Open.

b	In the Description field, type a descriptive title for the attachment.

c	Click Attach. Trading Grid uploads the attachment.

5	Repeat the previous step for each file you want to attach.

6	When finished, close the Document Attachments popup, and at the top of the document form, click one of the following:

Send to immediately send the document to your Trading Partner. The document appears in your Sendbox with a status of Sent.

Save to save the form and add the document to your Sendbox, where you can later send it. The document has a status of Saved.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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