Sage Collaborate Files

Attach files to your Sage Collaborate posts to share information with team members and coworkers.

Attach a file

You can attach a file to any Intacct Collaborate feed using the File tab. You do not have to be on the Files page to attach a file.

In general, an attached file uses the same permissions as the record it's attached to. If you do not have permission to see a section of Intacct, you will not see files attached to records in that section.

To attach a file:

1. In an Intacct Collaborate feed dialogue, select the paperclip icon.
2. Select the file you want to attach using the file explorer.
3. Say something about the file in your post to help others understand why you’re attaching it. You can also use @mentions.
4. Select Send.

To delete a file:

1. In an Intacct Collaborate feed dialogue, select one of your posts that contains a file.
2. Select More () > Edit.
3. Select the garbage can icon to delete the file attached to your post.
4. Edit the post as needed and Save your changes.