Attach a Document to a Reservation

Attaching documents to a reservation in RMS.

Steps Required

Open the Reservation in RMS.

Navigate to the 'Correspondence' tab.

Screenshot of an RMS reservation with the Notes & Attachments option selected to view and add attachments.

Select 'Received (In)'.

Screenshot of the Notes & Attachments window for the reservation showing the list of existing notes and attachments.

Enter a Note.

Screenshot of the Notes & Attachments window with the Note text field highlighted where a description of the attached document can be entered.

Select the Add Attachment button.

Screenshot of the Notes & Attachments window showing the Add Attachment button used to browse and attach a file to the reservation.

Select the required File.

Screenshot of the file selection dialog window used to choose the document to attach to the reservation.

Select 'Save/Exit' to apply the note to the reservation with the selected file attached.

Screenshot of the Notes & Attachments window with the Save/Exit button highlighted to save the note and attached document.

Select 'Save/Exit' to store the changes made to the reservation in RMS.

Screenshot of the reservation screen with the Save/Exit button highlighted to save all changes to the reservation after adding the attachment.