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Attaching Documents to an Order
Attaching Documents to an Order

Learn how to attach documents to purchase orders

Sarala Conlan avatar
Written by Sarala Conlan
Updated over 2 years ago

Adding attachments to an Order is a useful way to organize important information about an order. A few examples of important documents to attach to an Order:

  1. A requisition document

  2. A picture of a packing slip/proof of delivery

  3. A quote that the PO is referencing

  4. An order acknowledgment

These documents can come in all formats, from a wide variety of places. Kojo supports all attachment types and makes it extremely easy to drag and drop from an e-mail, desktop, file folder, Google Drive, Dropbox, or any other cloud storage system.

There are two methods for attaching documents to Orders in Kojo:

Method 1: Drag and drop the attachment into the Order window:

Method 2: Go to the attachments tab and select "Upload Attachment"

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