# Trade Lifecycle Attachments

#### Overview

Learn how to manage your trade documents.

Upload and manage documents for Trades, Sublegs, or Tickets. This feature accommodates all aspects of of a Trade from inception to delivery, from financial records (Confirmations, General Ledger (GL) Entries) to physical delivery (e.g., Bills of Lading) documents, ensuring secure storage and providing a comprehensive audit trail.

#### Supported Actions

1. **Upload**
   * Go to the Trades or Tickets screen\*
   * For any Trade or Ticket, click the hamburger (3 dot) menu
   * In the dialog box, click **+FILE** to upload documents\
     \&#xNAN;*\*this is also supported for Trade Sublegs.*

2. **View/Download**

   * Click the hamburger (3 dot menu) and select "VIEW/DOWNLOAD".

   <div align="center"><figure><img src="https://files.helpdocs.io/56bu62syz9/articles/xpzx2w1yzj/1705541393254/image.png" alt="" width="375"><figcaption></figcaption></figure></div>

3. **Delete/Replace**
   * Click the hamburger (3 dot menu) and select "DELETE" to remove a file.
   * To replace, delete the current file and upload a new one.

#### File Specifications

* **Document Types:** Includes Bill of Lading, Confirmations, GL Entries, Invoices
* **Supported Formats:** PDF, Excel Sheets (.xls, .xlsx), CSV, Word Documents (.doc, .docx), Images (.jpg, .jpeg, .png, .tif, .tiff, .svg).
* **Maximum Size**: Up to 10MB per file

#### **FAQ** <a href="#faq" id="faq"></a>

**How does this feature help in maintaining an audit trail?**

This feature makes it easy to track changes and maintain a comprehensive record for auditing purposes by centralizing all trade-related documentation in one place.

**Who can access these attachments?**

Access to attachments is governed by user [permission settings](https://help.molecule.io/onboarding/welcome-and-getting-started/access-control-users-and-groups/permissions). Only authorized users can view, upload, or modify attachments.

**Is there an API available to post and get attachments?**

Yes, there is an API available. You can find the developer documentation for those API's here. <https://developer.molecule.io/reference/postattachment>.

**Is it possible to attach documents to Trade Sublegs?**

Attachments can be linked to Trade Sublegs just as they can be to Trades and Tickets.

**What types of documents can I attach to a Trade or Ticket?**

Bills of Lading, Confirmations, General Ledger (GL) Entries, and Invoices

**How do I upload a document to a Trade or Ticket?**

Navigate to the Trades or Tickets Screen, select a Trade or Ticket via the hamburger menu, and click on "**ADD FILE**" in the dialog box to upload your document.

**Are there any limitations on the file size or format?**

Yes, each file must be 10MB or smaller. Accepted formats include PDF, Excel (.xls, .xlsx), CSV, Word Documents (.doc, .docx), and Images (.jpg, .jpeg, .png, .tif, .tiff, .svg).

**Can I view or download attachments after uploading them?**

Absolutely. You can view or download any attached file by clicking the "**VIEW**" or "**DOWNLOAD**" options.

**How can I delete or replace an attachment?**

To delete an attachment, click on **"DELETE**." To replace a file, delete the existing file and then upload the new one.

**Have a question this article wasn’t able to answer?** Reach out to your Customer Success Manager to get the answers you need.
