Table of Contents

Attaching a Consignor Contract to an Account

If you have a contract created outside of Liberty that is saved as a PDF or JPG, you can attach it to a consignor’s account.

  1. Open any account you wish to attach a consignor contract to:
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  2. Click on Tasks > Contracts…
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  3. Click the Attach File button.
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  4. The Attach Client Contract dialog will appear. Fill in a description, then click the … button to search the file system for the contract.
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  5. Select the file, then click Open.
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    Note: By default it will only look for PDFs. You can click *.pdf to choose a different filetype.
  6. Once the description and file name are filled in, click OK.
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  7. An entry will be added under the Client Contracts dialog box so that you may view the Consignor Contract at any time.
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Next Article In Section

Click the following link to move to the next article in this section:
Viewing a Consignor Contract From an Account

Attaching a Consignor Contract to an Account Adding a Consignor Contract to an Account Viewing a Consignor Contract From an Account Training - Accounts Overview Add a New Client Account Add Notes to an Account Creating New and Maintaining Existing Accounts Deleting a Client Account Edit Account Information Email A Consignor Contract From An Account Entering Additional (Client) Information