Attachments can be added to the submittal email, here is how you can do it: Menu > Submittals > Create a New Submittal > Fill out info needed > Add Item to Submittal > Add an Attachment > Add files or Drag & Drop to upload > Confirm > Submit. After ...
To prevent associated or attached files from showing on the Daily Log PDF, go to Daily Logs and go the Files tab. Go into Edit mode which is the pencil icon on the top right and once in Edit mode, choose the person icon below the image. It should be ...
To share files attached to the Estimate, you would need to enable it to show in the PDF. To do this, please go to the Menu and select Estimates and pick the Estimate you wish to enable image sharing and enter Edit mode which is the pencil icon on the ...
To attach files to the Submittal Items, go to the Menu and choose Submittals after which open the Submittal that you wish to edit. Click on the pencil icon on the top right and then go into Edit mode and then on the Items present in Submittal, choose ...
When preparing to send the Estimate and clicking the View/email PDF Button and then the Email Icon, this will then bring up the directory of contacts. You can then select who you want to send the Estimate to along with CC'ing yourself or even other ...