Document Management - Attachments: Functionality Follow

Attaching an image or document to an order remains user-friendly. Simply click on the attachment icon at the bottom of the Estimate screen to launch the Attachments window. Click Attach File to browse for the file.

Once the file is attached the Attachment icon will change to a red checkmark, indicating that a file is attached to the order. The attachments are stored in the file path defined in Attachment Configuration.

Attachments can also be renamed by simply right-clicking and selecting Rename. Selecting Delete will prompt for a delete confirmation. While the file will no longer be attached to the order it will remain in the file system until deleted from the file path.

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