Add Attachment to a Single Document

This article will help you add an attachment you'd like to send with a single document to a customer.

1. After you have created a document click 'Send' in the top right corner

2. Then in the top left corner next to the 'Send Document' button will be a, 'Attachment' button

3. In here, press 'Add New Attachment'

4. If you need to upload a new attachment, click the button below

5. Upload your File from your Gallery, Google Drive or Dropbox. Once uploaded, please ensure the green circles remain unticked if this is a one-off attachment for a customer

Please tick the Green options if you wish for the attachment to be sent with every

Quote (Q), Invoice (I) or Jobsheet (J) 

6. To keep the attachments area tidy, we would advise deleting the attachment after it's been sent, otherwise, this area can build up with lots of attachments.