Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. If you are already working on the Quote Template screen, proceed with the succeeding steps. Else, open the record first.
  2. Add a Section Name
  3. Click the Attachment field next to the added Section Name. This will open the Attach Files screen.
  4. Click Insert File button and select the corresponding file.
    Image Modified

    Note

    You can also drag and drop the file to the Drag and Drop panel of the Attach Files screen.

    Image Added

  5. Click the Upload button. Note that you can upload 1 file only per section.
    Image Modified

    Here is how the it will look on Quote Template.
    Image Modified

  6. 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.

...