WorkGuru allows you to upload files against a particular quote that are available for other staff to view. To add a file, click on the Files tab of the quote detail page.
Click Select files and choose the file to be added. The file will be uploaded and displayed with a date and user for tracking. You can click Delete to remove the file if required.
You can also email files directly to the quote by following the instructions in the email section. Emailing to [email protected] with the quote number in the subject-line. The body of the email will display in the Notes tab and any attachments will be added to the Files tab.
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