How to add a new attachment?
This article discusses how to add a new attachment.
To add a new attachment:
- In any record in The Mortgage Office®, click on Attachments in the navigation panel located on the left of the window.
- Click
New from the options available in the top panel.
- Drag and drop files into the New Attachment Assistant or click the Browse button to upload files from your computer.
- Enter the following information:
- Tab. Select an attachment tab from the drop-down list.
TIP: Click on the Tab hyperlink to edit the tabs.
-
- Attachment Description. Enter up to 255-characters as a description for the attachment.
- Click
OK to import the file or
Cancel to abort.