How to upload a file from local machine(Client) in Sage X3V12

In this blog, we can learn about how to attach a file from local machine(client).

For instance, Attach the any documents, files or images from local machine. Go to sales order and choose SO for which we wish to attach the files.

Path: All > Sales > Orders

There are no attachments.

Click on the attachments icon then the following screen will appear.

Click on three dots from right menu and select Add file

When click on “Add file” the below screen will open where we can see all the folders from server by default. Click on three dots of any of the folders and select Upload a file option

Click on “Upload file” then it will open the local machine folder explorer window.

Select the file and click open. If everything goes well then it will upload the file in X3.

Click OK then selected will be attached and can see files in following window.

We can attach multiple files/documents as well.

After attaching the file then we can see the attachment icon in which we know that there is an attachment for the particular order.

Therefore, we can understand that uploading a file from local machine (Client).

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With GerminIT your business will be supported with the best-in-class Sage X3 customization and development services, integrated applications such as Shipping System | eCommerce | Business Intelligence | POS | WMS | Payment Gateway, and mobile add-ons solutions. GerminIT caters to a wide range of Sage X3 offerings. Currently, we provide end-to-end support with Sage X3 implementation and customization solutions for Sage business partners, Sage PSG, and end-users worldwide.


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