{"id":863,"date":"2015-07-23T10:57:08","date_gmt":"2015-07-23T10:57:08","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=863"},"modified":"2017-05-09T09:17:33","modified_gmt":"2017-05-09T09:17:33","slug":"managing-documents","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2015\/07\/23\/managing-documents\/","title":{"rendered":"Managing Documents"},"content":{"rendered":"

Through the “Templates” <\/strong>tab, <\/strong>Select the “Manage File\/Document” <\/strong>option.<\/p>\n

The “Documents”<\/strong> page will list all the documents that you have previously created earlier.\"manage-documents\"<\/a><\/p>\n

Use the “Search”<\/strong> bar feature to search for documents by writing their titles in the “Title”<\/strong> field.<\/p>\n

Next, to each document on the same horizontal row to the right-hand side click the\u00a0 “Edit”<\/strong> button to be able to edit or the “Delete”<\/strong> button to delete the document.<\/p>\n

Adding a New File\/Document<\/h2>\n

1- Through the “Templates” <\/strong>tab, Select the\u00a0 “Manage File\/Document” <\/strong>option.<\/p>\n

This post is a disclosure of how to add the new “Terms & Conditions”<\/strong> to your “Online Invoices”<\/strong> system. To learn how to add “Terms & Conditions”<\/strong> to your “Invoice\/Estimate”<\/strong> please check the following link. attaching documents to an invoice<\/a><\/p>\n

2- At the Top right Corner click the “New Document” <\/strong>button.\"New<\/a><\/p>\n

3- Start uploading your file or document:<\/p>\n