Attachments

introduction attachments are the quote's file repository, allowing storage of emails, documents, and media related to the quotation's process with a maximum file size of 250 mb per upload files are securely stored in the cloud and are accessible anytime, from wherever you are in case of any errors, you can edit the attachments to learn more about editing attachments, click here conditions maximum file size files should not exceed 250mb each the file type must be selected and a description provided before hitting the upload button guided steps save a file in attachments guided steps delete file from attachments what i learned selection of the file type is important as it determines who can access or not access the attachment the status of the worksteps can be set as "completed" or "not completed" the completed steps will be marked green once you go back to the dashboard to see the newly attached files for a booking after uploading, select "update" from the top left corner of the operations dashboard