Start a conversation

Attachments Tab

Before you begin

Attachments Tab

The Attachment Tab is only accessible, once the quote has been saved. This tab will allow staff to attach any documents, images or correspondence relating to the quote. Any attachments added can be accessed by all chrome users.

image156 

1. To add attachments simply, drag and drop the files into the attachment grid.

image157

2. Adding attachments will open the Attachment Properties window. Enter an attachment reference and select the attachment type, then select OKimage158

3. The file will be attached to the quotation - To open, double click on the file to view it.

image159

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Simon Gray

  2. Posted
  3. Updated

Comments