QuotationsQuotations\QuotationsQuotations\Creating a QuotationCreating a Quotation\Adding Attachments
Adding Attachments

 

 

In the attachments tab located at the bottom of the page Click. Next, you need to go through the following steps and then go through the following:

 

§  Click  to locate the Path of the file you want to attach;

§  Choose Document Type ;

§  The Receive Date is auto-generated by the system;

§  Check the checkbox Is Received if the attachment was received;

§  Enter any Remarks;

§  Click  to save the attachment entry.

 

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