Add a document via drag and drop
To add a document to a quote, view the quote, then drag and drop the file (from the drive/network) directly onto it.
A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is clicked.
Add a document from clipboard
Right click on the document and select copy.
With the quote in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:
|
Once added, the document will be accessible via that quote’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the quote. That number will increase as more documents are added to the quote. |
Add or link an existing document using the Documents tab
Manually add or link to an existing document directly from the quote's Documents tab, as follows:
▪open the quote in Add or Edit mode
▪go to the Documents tab in the footer
▪click Add New, or Link Existing
▪select the document from the list.
See Add or Link Existing Document for more detailed information.
Unlink/delete a document from a quote
Unlink a document (ie. remove the link) or delete a document from a quote in this manner:
▪open the quote in Add or Edit mode
▪go to the Documents tab
▪select the document from the grid
▪click Delete Document or Remove Link.
See Add or Link Existing Document for more detailed information.
|
Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed. |
How to
Create a Quote from a Previous or Similar Quote
Create a Template for Recurring Quotes