Items - Files


Adding Item Files

Step     Action

  1.      Select {New} under Files section. 

           An Add File modal window will open.

  2.     Select {Choose File}. A File Upload window will open.   

  3.       Locate the file to be added and select {Open}. The file name will now appear to the right-hand 

            side of {Choose File} button.

  4.       Select a File Type from the drop-down menu.

  5.       Select {Save} option.


Save Option

Description

Save
A results window will pop-up to confirm file saved successfully.
Save & View
The file will save and the Order/Quote Item view page will open.

 

Downloading a File

Step    Action

  1.     Select items under File to be downloaded by checking boxes on the left-hand side.

          All entries can be downloaded by checking box to left of {New} under File section.

  3.      Select {Download}.

 

Deleting Files

Step    Action

  1.     Select items under File to be deleted by checking boxes on the left-hand side.

 All entries can be deleted by checking box to left of {New} under File section.
       

  3.       Select {Delete}. A results window will pop-up to indicate the selected order

            items files were deleted.


  4.       Select X to close pop-up results window.