Attachments

The Attachments option allows users to attach a file to an order.



  1. To add an attachment, click Attachment from the Add dropdown menu.
  2. From the Attach Files popup, select Add Files. The Choose File to Upload dialog appears. Navigate to the desired file(s) and select Open. The file name will appear below the Add files..., Start upload, and Clear All buttons.
    Note: Files cannot be larger than 10 MB. If necessary, click Remove to delete the file. The following file types are supported:
    • .msg (MicroSoft Outlook email message)
    • .doc
    • .docx
    • .xls
    • .xlsx
    • .txt
    • text
    • image
    • .PDF
    • .ZIP
    • .rar
    • .csv
  3. Select the type of attachment from the dropdown. Options include: Appraisal, Deed, Email, Legal Description, Overlay, Plat Map/Survey, and Other.
  4. Select Start Upload; if the file uploaded successfully, a Successfully Attached message will appear.
  5. To remove the file(s), select Clear All. To remove an individual file, select Clear to the right of the file name.
    Note: To delete an attachment, click the Delete button next to the attachment in the Order Attachment section on the main order screen.