1. Navigate to the E-Files section.
2. Click the Menu button and select Instance Upload from the dropdown menu.
3. Choose the Form under which you want to attach the file.
4. Select the Unique Entity field that uniquely identifies each record. In this example, the Item Code field is selected.
5. Click Browse Files and select the file you want to upload. Before uploading, ensure the file is renamed to match the selected unique entity value (e.g., the Item Code). This allows the system to automatically identify the correct record for file attachment.
6. After selecting the file, you may notice multiple IDs displayed for the same unique entity. This indicates that duplicate records exist for that value. Carefully select the correct record ID to which the file should be attached.
7. Once the correct record is selected, click Upload to complete the process.
8. Your file is successfully uploaded under the respective record.
