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Introduction
1. Attachments are files and folders that can be attached to a Quote.
There are two ways to add an Attachment:
- Adding Attachments To Products adds an Attachment (or Attachments) to a Product. All Quotes that are subsequently created with that Product in it will automatically have that Attachment or Attachments copied as an Attachment to the Product in that Quote.
Altering or editing an Attachment at the Quote level will not alter the Attachment at the Product level.
Altering or editing an Attachment at the Product level will alter any Attachments that have been automatically created in Quotes, unless they have previously been edited at the Quote Level.
It may help to clarify this with an example.
Imagine a Product called Product A. And that Product has an Attachment that is a Word document with three paragraphs in it.
Now imagine a Quote - Quote 345 that has the Product A in it. It will automatically have an Attachment - being a Word document with three paragraphs.
But if someone edits the Attachment in Quote 345 to say four paragraphs - this will not affect the original Attachment at the Product level that will still have the three paragraphs of information.
However if someone subsequently alters the Attachment at the Product level to two paragraphs then all previously created Quotes will be altered to two paragraphs unless they have previously been altered.
2. Any type of file can be attached. For example an Attachment could be
- a picture taken from a phone
- a spreadsheet containing costs or technical information
- or a Microsoft Word or PDF document, etc.
For more information on the type of files that can be attached see Attachment Types.
For more information on adding an Attachment see Adding Attachments to Quotes and Adding Attachments To Products.
3. An unlimited number of Attachments can be uploaded for each Product in a Quote. To group several files together so they can be easily viewed, a folder or folders should be created.
For example, imagine a Quote with a Quote Number of 70222 - you may wish to create a folder with the name 70222 and store all the related files - e.g. subcontractor quotes, costing spreadsheets, etc in that folder.
It is also possible to add sub folders.
For more information on adding Folders see Adding Folders.
4. To get started with Attachments see Enabling Attachments.
See also
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