Uploading a Document to a Work Order or Quote
- Open the Work Order or Quote
- Go to the Document Tab
- Upload the File by dragging and dropping the file into the upload box
- Click Add to attach it to the work order or quote
The uploaded file will now appear in the File Name drop-down menu and can be accessed whenever you open the record.
Working with Documents in Softbase
In addition to uploading, Softbase provides tools to help you manage your documents:
- Viewing Documents
- Downloading Documents
- Deleting Documents
- Most standard file formats are supported, including PDF, Word, Excel, images (JPG, PNG), and text files.
The ability to upload, view, or delete documents depends on the permissions set by your administrator.
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