Attaching a document to a quote, job card, or invoice can be done easily. Follow these steps to add a document or file.
Steps to Attach a Document:
Locate the File Uploader:
Scroll down on your quote, job card, or invoice to find the file uploader section.
Upload a Document:
You have two options:
Upload Directly: Click on the file uploader and select the document from your laptop to upload.
Generate Document: Click on the "Generate Document" button to create a document directly from the system.
The "Generate Document" button is visible at the top of your quote, job card, or invoice, as well as within the file uploader block.
Your document will now be attached to the quote, job card, or invoice.
Additional Resources:
For more information on attaching and managing documents, refer to the "Document Management FAQ".