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[CLOSED] - Add a Document to a Custom Form


Level 8


This post has been closed as a duplicate. All votes have been moved to the original: Ability to put document attachment object in other areas of the custom form (not just in the default...

I would like to be able to add a document directly to a custom form.



Level 1


This would be great for managing our expenses. for our projects, we include all PO#s and Invoice#s, dates, costs into a custom we use under Expenses tab. It makes logical sense to also post the copies of estimates, POs and Invoices there for reference.