How to upload Files

Overview:  

Learn how to store documents such as orders, quotes, estimates, and invoices or create a hyperlink to an external source by using the Files icon within Accountability 

Step by Step Guide:

Store documents or create an external hyperlink by using the Files icon

1. Click on "Files and Hyperlinks".

2. On the " Files & Hyperlinks " landing page. Select Upload File.

3. Select the files to be uploaded and click open.

4. Click X to close.

5. On the " Files & Hyperlinks " landing page. Select Add Hyperlink.

6. Add Hyperlink and click OK.

Tip: - Multiple Files can be selected for uploading