v7 FreeBalance Help

Navigation (Fromclick the New Iconunder )

To CREATE an Attachment, follow the steps below:

1.   Enter the new Attachment information.  Fields with an asterisk  are mandatory fields.

2.   Enter the Id, and select the Language, as required.

• Id: Unique identification code of the Attachment.
• Language: language used  

3.   Enter Title and Description.   

• Title: Name of the attatchment.      
• Description: description of the attachment

4. Click    and select the document you wish to attach

5. Click on the Save and Return icon to save the Attachment information and return to the Performance Appraisal Template, or click on the Discard icon  to discard the Attachment information and return to the Performance Appraisal Template.

6.   Click the individual Select Checkbox (es), to select and de-select the Attachments, as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Attachments, if required.

7.   Click the Remove icon to remove the selected Attachments, if required