Stay organized and informed with notes and attachments. You can attach related documents, for example, Images, notes, agreements, receipts, and more. This section will go over how to add, remove, and email attachments.
Step By Step Guide
1) First, navigate to the estimate section, by clicking on My Work located in the top navigation, then choose estimates from the drop-down menu.
2) Now you're in the estimate section. Search and locate the estimate you plan on adding notes and attachments to. Then click on the three dots located to the far right side. Next, choose Edit from the menu.
3) Click on the notes tab located on the upper left side of the page.
4) Now, add your notes and upload any files.
To add an attachment you can either drag and drop a file directly from your computer into the area labeled "Drop Files Here" or you can click "Choose File" and upload a file from your computer then click save note.
Remove Attachments
1) You can remove attachments by clicking the pencil icon on the right side of the note. Next click on the trash located on the attachment.
Download Attachments
1) You can download attachments by clicking the pencil icon on the right side of the note. Next, click on the down-pointing arrow located on the attachment
Email Attachments
1) You can email attachments by clicking the checkbox located on the attachment. Next, select email attachment from the bulk action menu.
2) A new window will open. Make sure the correct email address is assigned, add a message, and click the send button. It's that easy!