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changes.mady.by.user Beverly Dellosa

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Warning

This process has been obsolete since version 16.1.

 

 

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title15.4
  1. If you are already working on the Quote Template screen, proceed with the succeeding steps. Else, open the record first.
  2. Add

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  1. a Section Name. 
  2. Click

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  1. the Attachment field

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  1.  next to the added Section Name. This will open

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  1. the Attach Files screen.

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  1. Click Insert File button

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  1.  and select the corresponding file.
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    Note

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

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  2. Click

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  1. the Upload button. Note that you can upload 1 file only per section.
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    Here is how the it will look on Quote Template.
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  2. Save

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  1.  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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