Add attachments to estimates

To attach a file or folder to the estimate record

Open: Estimating > Records > Enter New Estimate - Full.

1. In the Estimate Details window, select Attached Files.

2. To attach a file or folder to an Estimate record, click Attach File or Attach Folder as appropriate.

   An Open or Choose File(s) window appears.

3. Select the file or folder you want to attach. Click Open to attach a file, or OK to attach a folder. The file or folder appears in the list on the Attached Files tab.
4. Enter a description for each attachment, if required. This is for information only.
5. To continue entering estimate information, select Invoice Description.
6. To save your Estimate Details, click Save.