Attaching Files

Discover how to attach files in 10X ERP seamlessly. This tutorial covers various methods for attaching files to all entities.

  • Find the entity (Sales Order, Customer, etc.)
  • Attachments are always near the lower right of the Entity Page
  • Drag and Drop or Browse Files to add the Attachment
  • Preview or Download the Attachment within the Browser (depending on preview file types your browser supports)
  • Easily Remove Attachments if necessary
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