Note:
- A sender is unable to remove files that a recipient has uploaded and vice-versa.
- The following file types are supported: PDF, DOC, DOCX, XLS, XLSX, PNG, JPG, JPEG, BMP, TIFF, TIF.
Attaching Supporting Files from the Outbox
Senders can attach, view and remove supporting files to a document.
To attach a supporting file:
- From the Outbox, select the document.
- Select Additional documents.
- Select Upload documents.
- Drag & drop a file or click select a file to upload.
To view a supporting file:
- From the Outbox, select the document.
- Select Additional documents.
- Click on the supporting file and select the appropriate action for the file.
To remove a supporting file:
- From the Outbox, select the document.
- Select Additional documents.
- Click Remove for the supporting file under in the Remove document column.
Attaching Supporting Files from the Inbox
Recipients can upload, download and remove supporting files to a document.
To attach a supporting file:
- From the Inbox, select the document.
- Select Additional documents.
- Select Upload documents.
- Drag & drop a file or click select a file to upload.
To download a supporting file:
- From the Inbox, select the document.
- Select Additional documents.
- Click on the supporting file and select the appropriate action for the file.
To remove a supporting file:
- From the Inbox, select the document.
- Select Additional documents.
- Click Remove for the supporting file under in the Remove document column.
Recipients (including users not registered with PT-X Connect) can also view, print and download supporting files from the email received from PT-X Connect by clicking on View document now or the link included in the email, then select Additional documents.