eISF

Learn how to build your eBinder and upload and manage documents

Add Attachments

Attachments are files connected to a specific document. This allows you to upload correspondence or store files related to the uploaded document. Any user who can view the document record can also view and download its attachments. Attachments are not version-specific and will follow any subsequent versions.

  1. Open the Doc Info page and expand the Attachments section in the Document Files panel.
  2. Drag files from your computer or select Upload. If you upload multiple files, each file becomes an individual attachment.
  3. Optional: From the Attachment Action menu, select Add Description to enter searchable details for the attachment.
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