Attach notes, images, or sound files to a line item

Updated 2 years ago by Rachel Wilson

To attach notes, images, or sound files to a line item:

  1. Open an estimate.
  2. On the Estimate Items tab, click Items.
  3. Select an item below the Quick Entry pane.
  4. Click Attachments in the Quick Entry pane.
  5. To add a note, type your note(s) in the text box, and click Add.
  6. To add an image or sound file, click the drop-down menu arrow, and select Image or Soud.
  7. Enter your information like the name and date.
  8. Click the Load button to upload an image or sound file from your computer.
  9. Click Add, then Close when you are finished.

To delete an attachment from a line item:

  1. On the Estimate Items tab, click Items.
  2. Select a line item below the Quick Entry pane.
  3. Click Attachments in the Quick Entry pane.
  4. Select an attachment, and click Delete.

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