Attaching Files to a Business Unit

System Administrators or Users who have the Add/Edit Partner permission have the ability to attach files and documentation associated with a specific business unit and its Product. 

This feature is especially useful when you want to attach files at the Business Unit level. This enables all the other users in your organization to view or download these attached files. 

Note: This feature is available to users in Partner connect/Vendor connect and to Client connect users. This feature is not available to Guest users.

1. From the System Admin module, select the Business Unit tab and click on a Business Unit from the list.

2. Navigate to the Product tab from the Business Unit details screen and click on the Product Name from the list. 

2. Under the Product Files tab, click on the Attach Files button to upload files to your business unit profile.

3. You have the option to upload up to 20 files at a time, or select from existing files to upload. Files successfully attached will be shown on the right side column with an Attached message. Select Close to exit.

Note: You also have the option to Edit, Delete, or Download attached files within the Product Files tab by selecting the 3 dots under the Actions column.