Files Vault

Modified on Thu, 30 Nov 2023 at 03:40 PM

***Available Only on Desktop ***

Store pictures and documents to your account, and automatically attach files to your Estimates, Work Orders and Invoices by default.


Go to Settings > Files Vault to upload your files and Name them. You can also set them to automatically be attached when sending. 

Here is a video showing how to do this.

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