How to Attach and Detach Documents:

  • Select the actions menu next to the document you would like to use as your attachment, and click Attach.  You can select multiple by using the checkboxes and Attach in the top actions menu.
  • Then navigate to the document you would like to have as the main document and inline with the document, click the attach button present in place of the Actions menu.
  • To detach documents, click the tag icon next to the main document that has the attachments and at the bottom of the tags, your attachments will be listed.
  • On the far right, there is a detach icon, click this to detach the file.


Need additional assistance?

Contact us at or 866.700.7975