How do I attach supporting files?

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:

1. From the Outbox, select the document.
2. Select Additional documents.
3. Select Upload documents.
4. Drag & drop a file or click select a file to upload.

To view a supporting file:

1. From the Outbox, select the document.
2. Select Additional documents.
3. Click on the supporting file and select the appropriate action for the file.

 To remove a supporting file:

1. From the Outbox, select the document.
2. Select Additional documents.
3. 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:

1. From the Inbox, select the document.
2. Select Additional documents.
3. Select Upload documents.
4. Drag & drop a file or click select a file to upload.

To download a supporting file:

1. From the Inbox, select the document.
2. Select Additional documents.
3. Click on the supporting file and select the appropriate action for the file.

 To remove a supporting file:

1. From the Inbox, select the document.
2. Select Additional documents.
3. 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.