Adding Attachments to an MDF Pre-Approval or Claim

You have the option to add attachments to transactions when they are with you for update. If your supplier’s reviewing a transaction, you can’t upload one.

1. Navigate to your Marketing Transactions page.
2. Find the transaction you want to update, and click on it to open its detail view.

3. In the Attachments area, click Upload.

   

4. Complete this information as required:

   Property	Type	Description
   Select file to upload	File	Click Upload to find and choose the file to upload.
   Type	Dropdown	Choose the type of information you're uploading as an attachment.
   Amount	Number	[Optional] Enter a value associated with the attachment.
   Description	Text	Additional information about the attachment. Maximum length: 500 characters

5. Click Upload. The new file is added to the Attachments list in the transaction. The supplier can access it too, from their record.

   

6. To remove an attachment from the transaction, click next to it.