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- If you are already working on the Quote Template screen, proceed with the succeeding steps. Else, open the record first.
- Add a Section Name.
- Click the Attachment field next to the added Section Name. This will open the Attach Files screen.
- Click Insert File button and select the corresponding file.
- Click the Upload button. Note that you can upload 1 file only per section.
Here is how the it will look on Quote Template.
Save the changes.
Info To view the attachment, select the row and then click Download File button. The system will download it to your default Download folder.
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