Manage documents in the e-File
Logic enables you to effectively store, arrange, and manage your documents, emails, excel sheets, and any other quotation-related files.
These files are securely stored in the cloud, linked to the corresponding quotation reference, enabling convenient access from wherever you are through the sales dashboard.
Once a file has been uploaded, you can modify its description for better organization, or delete any files that were saved by mistake.
- A quotation must already be in existence and visible in the sales dashboard.
- The attached files for each quotation must not exceed 250MB in size.
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Each quotation has its dedicated file system in the cloud, ensuring 24/7 availability of all associated files through Logic TAP.
If you accidentally upload a file, you can either update the file description or remove it from the quotation.
The size of the attached files in the quotation should not exceed 250MB.
Ensure that you click "Save" to apply the updates made to the edited quotation.
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