Add attachments to estimates
To attach a file or folder to the estimate record
Open: Estimating > Records > Enter New Estimate - Full.
- In the Estimate Details window, select Attached Files.
-
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.
- 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.
- Enter a description for each attachment, if required. This is for information only.
- To continue entering estimate information, select Invoice Description.
- To save your Estimate Details, click Save.
See also
Overview
Other tasks