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Adding an Attachment in fmPilot 2.0

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.

 

12-4-2017_7-36-23_AM.png

 

 

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

12-4-2017_7-39-30_AM.png

 

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

 12-4-2017_7-42-03_AM.png

 

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

 

 

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