The Notes/Document tab enables you to add External notes, which print on the Invoice, as well as Internal notes, which do not print on the Invoice. In addition, document attachment is also performed in this tab. Files, pictures, specs, drawings—and any other documents that a user has the software or tool to open can be attached to the Notes/Document tab.
From the Invoice form, select the Notes/Document tab. The following form is displayed:
The Notes/Documents Tab
To attach a document, click the highlighted "Path" label. The Open file dialog is opened:
File Dialog box
Select the file to attach, and click Open.
Click OK. NG 365 will pass the exact full path of the document to the tab.
Note:
Copy the file into its final location prior to linking the file as this action only records the document as a path in the system.
Click Save. The Document ID field is automatically assigned an ID number.
If you edit the document attached, in the Revision field enter a number to indicate that the document path was edited.
In the Location field enter the edited location, e.g., the new folder in which the document may be saved.
Click 
to save the new records.
To open an existing document, double-click the document path.