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Step-By-Step

Account Owner you can Create” other document”

1- In Tabs => Click on “Accounts”

2- In View Menus => Select “My Accounts”

3- In ListViews => Click on “Account” A R WILFLEY AND SONS

Syensqo IS - Customer Support > A1711 - New other document > image2016-9-13 16:7:25.png

Scroll down to the "Account Detail Documents" related list and click in the button "New Account Detail Document"

Syensqo IS - Customer Support > A1711 - New other document > image2016-9-13 16:8:32.png

1- Verify that the name of your supplier is the right one on the field "Account“

2- Choose the type "Audit"

3- Fill some content in the description field

4- Click on Save at the end of the pages

Syensqo IS - Customer Support > A1711 - New other document > image2016-9-13 16:10:30.png

Syensqo IS - Customer Support > A1711 - New other document > image2016-9-13 16:11:58.png

Scroll down to the "Notes & Attachments" related list and click on the "Attach File“

Syensqo IS - Customer Support > A1711 - New other document > image2016-9-13 16:12:58.png

1- Click on the "Choose a file" button, choose the file you want to attach

2- Click on "Attach File"

3- Click on the button "Done"

Syensqo IS - Customer Support > A1711 - New other document > image2016-9-13 16:17:24.png

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