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Attaching documents to a Journal Entry

Owned by Hilary Hawkins (Deactivated)
12 Sept 2021
1 min read

Here are the instructions for how to manually attach documents to a record in Eclipse:

 

1. In the Journal Entry window, click on the Attachments tab.

 

2. Select the Insert button.

3. Click This PC then Select the Client Home M: (in Eclipse the M: is the same as your C:).  Map and select the file you want to attach, which must be a pdf document.  Click the Open button

4. The file name will then appear on the left-side of the screen, once clicked the attachment preview will be located on the right-side.