Add an attachment or comment to a rule

When you create a rule or edit a rule, in the rule setup screen, you can attach documents and add comments relevant to the rule, and view any documents and comments added by other users. 

  1. On the Rebates tab, select the rule and click Edit.

  2. Expand the Attachments or Comments section, as applicable, and make your changes:

    • In the Attachments section:

      • Add an attachment: Click Upload, then select the file, enter an name and description and click Upload.

      • Open an attachment: Click the blue document name.

      • Delete an attachment: Select the attachment row, click Delete and click Yes.

    • In the Comments section:

      • Add a comment: Type your comment into the box and click Post.

      • Edit a comment you added: Click the Edit link below the comment, make your changes and click Post.

      • Delete a comment you added: Click the Delete link below the comment and click Yes.

  3. Click Save and Close.