Attachments Upload

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  • The file name must match the transaction# exactly. If you want to add additional information to the file name, start with the transaction#, followed immediately by an underscore, and then the description

    Examples:

    These file names will be recognized by the system:

    • 107897.pdf

    • 107897_signed.pdf

    These file names will not be recognized as the system cannot separate out the Order#:

    • 107897signed.pdf

    • signed_107897.pdf

  • The file size cannot be zero or greater than 50mb

  • The file name cannot contain special characters

  • Files will be saved for 7 days and then removed if they don’t match any transactions

  • It may take some time for the system to attach uploaded documents. Choose Pending Files to view a list of documents that are waiting to be uploaded