Hi Waheed 

Apply the following steps to attach documents to any source document

1. Save the new source document 

2. In the opened source document, go to File | Document Note

3. Anywhere in the opened Notes scree, right click and select Insert Object 

4. Now select the Create from file option 

5. You can now browse for any file e.g. any MS Word, Excel, PDF etc document that you want to attach.

Kind regards

Bennie 

Hi Bennie

Thank you for your reply. I have followed the above steps everything works but when I open the notes again after I attach a file I’m unable to see anything in the notes screen.

Regards

Waheed

Hi Bennie

Thank you for your reply. I have followed the above steps everything works but when I open the notes again after I attach a file I’m unable to see anything in the notes screen.

Regards

Waheed

Hi Waheed

1. Are you afterwards  going to the following location in the opened source document?

File | Document  Notes?

2. Also, when setting up the new linked document, directly after step 5, click the following 2  options also 

a) Link 

b) Display as icon 

Please let me know if it then works fine 

Kind Regards

Bennie 

Hi Bennie

Thank you for your quick reply. Followed the above steps. I have attached what happens after I open the saved document. Please see the attachment.

Hi Waheed

I noticed the incident logged with Evolution Support (IR6335868) and I will further respond to your query on the incident 

Kind Regards

Bennie

Hi Waheed

Just to let you know that I am now verifying your Sage City query as I'm continuing on this matter on the above mentioned incident reference number

Kind Regards

Bennie