Attaching a Document to a Record

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Distribution

Director of Procurement Services

AP Administrator

AP Invoice Processor

AP Payment Processor

Related Procedures

None

Ownership

The Director of Procurement Services is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

1. Click on the paper clip icon.

Category

Select Miscellaneous from the list of values.

Description

Enter a description that identifies the attachment.

Data Type

Select Long or Short Text and enter an explanation and/or comments in the long or short text field.
Select File if you want to attach a file to the record.

2. Close attachment form and return to previous form.

3. Save your work.

Effective: 05/18/09