Add a Document to a Quote

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.

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:

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 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.