Overview:
Enhance your documentation by adding attachments directly to comments within Adaptive. This feature facilitates storing and sharing additional documentation on:
• Bills
• Receipts
• Draws
• Purchase Orders
Available on both desktop and the Adaptive mobile app, this functionality ensures critical information is easily accessible and shareable!
How to Add Attachments:
1. Navigate: Go to the relevant document’s page.
2. Find Comments: Scroll to the comments section in the activity area.
3. Add Attachments: Type your message, then either click the “paperclip” icon or drag files directly into the comment box.
4. Mentioning Users: Use the ‘@’ symbol to tag specific users or vendors, notifying them about the comment and attachment. This feature ensures that all necessary context and relevant documentation are readily available where needed, facilitating efficient collaboration both internally and with your vendors.
If you have any questions that our Knowledge Base resources aren't able to help you with, please reach out to us directly at [email protected]!