There are times you will want to attach external documents to a patron's file, for example a scanned invoice, a word document, etc. To do this, you perform the following steps:
Insert a description for the task that describes the nature of the document you are attaching.
After you click Save on the Task Detail Window, the Attached File Tab becomes available for selection.
Click the Add Doc button and use the Select File Dialogue from your operating system to select the document to upload (10-17-12-Invoice.jpg in this example).
The document will appear in the Attached Files Tab list. Save and close the Task Detail Window.