You can now send your Opportunity Attachments to your Apply Online application Supporting Documents tab when you start the application.
1. Click the button in your Opportunity record.
2. Click the Supporting Documentation tab.
The Attachments currently attached to the Opportunity record will be available.
3. Drag the attachments that you want to send to Apply Online into the Selected Documents section.
4. When all Attachments you want to send have been moved into the Selected Documents section, click the Submit button.
The documents will be uploaded into the Supporting Documents tab in your new Apply Online application.
How to send additional subsequent attachments
You can send additional attachments to the Apply Online application via the Attachments section of the Opportunity record.
1. Select the additional attachment in the Attachments section.
2. Click the Send to Apply Online button.
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