Simpler Attachment Management (Shareable & Internal)

When you add attachments to a quote, job, etc. you can now immediately drop it into an ‘Shareable’ section or an ‘Internal’ one

Author: Tim Randall | Last Updated: 30/03/2021

When you add attachments to a quote, job, etc. you can now immediately drop it into an ‘Shareable’ section or an ‘Internal’ one.

Simpler Attachment Management (Shareable & Internal)

When you then build or send a quote or job confirmation, etc. those that are in the internal section are not added whereas the shareable ones are. Use the double arrows image to move files between one state and the other.

Simpler Attachment Management (Shareable & Internal)

This is a simplification of the ‘Preview’ eye in the old version:

Simpler Attachment Management (Shareable & Internal)

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