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    Adding an Attachment to a Parent Object

    Status: Validated

    TOPIC
    How to attach the output of a document package to a parent record.
    INSTRUCTIONS
    Create an Insert-Update:
    1. The parent object (Account) would be the Object Name.
    2. In the Field-Value Pairs, select Record ID in the drop-down.
    3. Insert the field tag the child object's (Contact) Record ID.
    4. Ensure the Delivery Option is set to "Require Document Storage".
    5. Select "Attachment" in the "Store As" drop-down.
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