Through the “Templates” tab, Select the “Manage File/Document” option.
Use the “Search” bar feature to search for documents by writing their titles in the “Title” field.
Next, to each document on the same horizontal row to the right-hand side click the “Edit” button to be able to edit or the “Delete” button to delete the document.
Adding a New File/Document
1- Through the “Templates” tab, Select the “Manage File/Document” option.
This post is a disclosure of how to add the new “Terms & Conditions” to your “Online Invoices” system. To learn how to add “Terms & Conditions” to your “Invoice/Estimate” please check the following link. attaching documents to an invoice
3- Start uploading your file or document:
- “Title”: Determine a title for your document.
- Upload Document using the “Browse” option.
- Allowed file formats are (pdf,doc,docx,xls,xlsx,csv,jpg,png,gif) and the max file size:100MB.
- Click the “Submit” button to save the completed edits.