Download Administrator's Guide

To set up channel attachment types:

  1. Navigate to the Administration section.

  2. Select "Channel Attachments" in the navigation pane.

  3. Click the "+Create" button. The "Create a Channel Attachment" dialog will open.

  4. Name your attachment type (ie, "Invoice", "Contract") and click "Create".

  5. Your attachment type will be displayed in the channel attachments list.