C2 Keep

How to digitally sign and attach a file to any orders + proof of authentication page

Description

This tutorial will guide you through the process of attaching files to your orders efficiently.

Transcript

In this video, we're going to go over how to attach files to any orders and retrieving attached files using a purchase order as an example. First, go to the File icon on the navigation menu. Then select Purchase Orders. Select Details, Add new file under the associated order files section To upload the file, you can drag and Drop it directly. Or navigate to find it. Select the type of file. Let's select Invoice. Select Next. Record your digital signature. Select Add Files. Enter your pin. To view the document you've added, select the file name. The document will download as a PDF Open the document. You're able to see the file that you uploaded. Along with a Digital Signature Proof of Authentication and Acknowledgement page. This page includes your signature. and your name. Along with the recorded date and time.