Add attachments to estimates

Using the Attached Files tab, you can associate files, such as a Word document, with an estimate. You can also attach the complete contents of a folder. This is useful for linking supporting documentation with each estimate.

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.
See also

Overview

Creating an estimate - full

Amending a full estimate

Other tasks

Invoice description (EST Record)

The Sage 200 Manufacturing module is now retired, from the Sage 200 Professional 2025 R2 release. We've retained the product help here for customers still using Manufacturing with older versions of Sage 200.

As the module is now retired there is no support from Sage. You can find out more about support in our product lifecycle. Please speak to your Sage Business Partner to find out more.