How do I upload a file related to a purchase order?

Files are tied to a specific order in Anvyl. Therefore, in order to use Files, you must have a purchase order in your account. To learn how to issue a purchase order, please visit the article here.

To upload a new file related to an order, perform the following steps.

1. When logged into Anvyl, click on the Orders tab.
2. Search for and click into the order you wish to upload a file for.
3. Click on the Files tab.
4. Click the + Upload files link and select the file you wish to upload or drag your file onto this screen to upload the file.
5. Optional: Caption the file.
6. Select the Category of the file.
7. Click the Upload button.
8. The file will now appear in the Files tab.

Note: These are different instructions than if you need to upload a file associated with a saved part or supplier.