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Adding an Attachment in fmPilot 2

To add an attachment you want to first make sure you are either in the Quoting or Invoicing screen. It will look something like this:



You will make sure you entered in all of your items either in the quote or invoice, then click the save button. Once you do this the attachment icons will appear in the upper right-hand corner.

 To add attachments click the paperclip icon.





you will get a popup that allows you to drag and drop or you can click “Choose File”



To view, the items once attached you will click on the paperclip with an orange dot.



  Once this is done you can then invoice/quote as normal.



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