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How to create/attach documents from the document repository (FV001)
Pom Atitaya avatar
Written by Pom Atitaya
Updated over 7 months ago

For businesses that have uploaded documents to the document library for the purpose of creating or attaching documents, they can do so for both income and expenses. Additionally, they can attach withholding tax certificates (tax withheld by customers). The steps are as follows.

Step 1 : Go to the File Vault menu.

Step 2 : In case users want to upload image files, "click on + Add New File" and provide the following information:

  1. Upload document file, Select the document type you want to create.

  2. Select the document file to upload.

Then, press the "Confirm" button.

In the case where documents are uploaded through LINE @PEAKConnect, the images will appear in the document library. You can press "+Create/Attach" directly.

Step 3 : Specify the document type and details needed. Then, input the document information. Finally, press approve.

- End of the document creation process from the document library -

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