Whilst you are in any tab in FamilyProperty, you will be able to easily navigate through the attachments using the Attachments explorer in the left-hand menu. Once you select a document, if your document is a PDF, it will open up in a new browser so that you can continue to work within your tab (e.g. balance sheet) ,and review the document at the same time.
1. Whilst in your tab, expand your left-hand menu. Click on the expand button on the left-hand side of 'Attachments'.
2. The attachments will expand out to the attachments explorer. Click on All attachments or click on the relevant section.
3. Click on the document. If the document is a PDF document, it will open up in a pop-up window.
4. Click on the cross at the top right of the attachment explorer to revert back to the normal menu.
Have additional questions?
Contact our friendly Client Support team to help resolve your enquiry.