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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

Screenshot 2021-03-17 16.10.52

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

Screenshot 2021-03-17 16.11.52

3. In here press 'Add New Attachment' there you can upload the PDF file to the document going to the customer. Once you've added it click 'Save' in the top right and then 'Send Document'

Screenshot 2021-03-17 16.12.38