You can attach files or external links to any order in Velocity. Common uses include signed receipts or quotes, tax documents, communication history, or links to records in other systems.
Attachments appear in the Attachments section on the order detail page.
Add an Attachment
Select New... in the header of the Attachments section to open the New Attachment modal. The modal has two tabs:
File: drop a file into the dashed area or select select a file to open the file picker. The Attachment name defaults to the filename and can be edited. Select Upload File to save.
Link: enter a URL and an Attachment name. Select Create Link to save.
Both tabs include an optional Description field, useful for noting what the attachment is for or where it came from.