Add PDFs

PDFs can be assigned to a PO so that they can be printed as accompanying documents to the PO when it is issued or revised. PDF files can be uploaded or selected from a PDF Library created in the Admin > Purchase Orders > PDFs page by a Super Admin or PO Manager roles.

Upload a PDF (6 Steps)

• Step 1: Click on the red button ‘Add PDFs.’

• Step 2: Select ‘Upload PDF'.

• Step 3: ‘Drag and drop a file’ or ‘Upload a file from your computer’.

• Step 4: Select/confirm the Page Size and Page Orientation.
• Step 5: Use the drag-n-drop arrows to arrange in the desired order.
• Step 6: Use the delete Trash bin icon to remove PDFs.

Add PDF (6 Steps)

• Step 1: Click on the red button ‘Add PDFs.’

• Step 2: Select ‘Add PDF(s) from Admin >Purchase Orders > PDFs.’

• Step 3: Select desired PDF document to attach to the PO.
• Step 4: Click Save.
  • Click Preview is an option to review the document before saving.

• Step 5: Select/confirm the Page Size and Page Orientation.
• Step 6: Use the drag-n-drop arrows to arrange in the desired order.
• Step 7: Use the delete Trash bin icon to remove PDFs.