Using the Attached Files tab, you can associate files, such as a Word document, with an estimate. You can also attach the complete contents of a folder. This is useful for linking supporting documentation with each estimate.
To attach a file or folder to the estimate record
Open: Estimating > Records > Enter New Estimate - Full.
In the Estimate Details window, select Attached Files.
To attach a file or folder to an Estimate record, click Attach File or Attach Folder as appropriate.
An Open or Choose File(s) window appears.
Select the file or folder you want to attach. Click Open to attach a file, or OK to attach a folder. The file or folder appears in the list on the Attached Files tab.
Enter a description for each attachment, if required. This is for information only.
To continue entering estimate information, select Invoice Description.