Attach or delete notes, images, or sound files to a line item in X1

Updated by Heather Jones

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

  1. Open an estimate.
  2. Navigate to Estimate items > Items.
  3. Select a line item from the Quick entry pane.
  4. Press F9 or double-click the note icon for the line item.
  5. The Notes window automatically creates a new note if none exist, but if there is already at least one note, you must select Add to initiate creating a new note.
  6. Select the drop-down menu (default selection is Note) and select the appropriate note type (see the following descriptions).
  7. Ensure that the Attach to previous item option is selected.
  8. Select Close when you have finished creating your note.

Text notes

  1. To add a text note, ensure the drop-down menu has Note showing.
  2. Type your note in the text box.

Image notes

  1. To add an image, select Image in the drop-down menu.
  2. Select either Load or Paste from clipboard, depending on whether you are uploading an image or pasting one you have currently copied.
    Note: If you select Load, navigate to and select the file from within the folder window that opens.
  3. Modify the name, date, and owner as necessary.
Sound files
  1. To add a sound file, select Sound in the drop-down menu.
  2. Select Load.
  3. In the folder window that opens, navigate to and select the file (Xactimate accepts MP3, WAV, M4A, and WMA).
Note: You can listen to the file you have uploaded by selecting the speaker icon.
  1. Modify the date as necessary.

Documents

  1. To add a document, select Document in the drop-down menu.
  2. Select Load.
  3. In the folder window that opens, navigate to and select the file (Xactimate accepts PDF, DOCX, and JPG).

Removing an attachment from a line item

  1. Navigate to Estimate > Estimate Items.
  2. Select the notes icon in the appropriate line item in the Quick entry pane.
  3. In the window that opens, select the appropriate note.
  4. Select Delete.

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