Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Viewing Files on Desktop
In this help article we take you through the steps in viewing a file on your desktop. We go through the steps in viewing a file saved on a Job and also a Billable.
Step 1: On your Jobs list select the Job with file attached then Files
Step 2: Tick your file you wish to view then under More select View Selected
You will now be able to view the file. You can then either delete or download the file.
Note: For all Microsoft file types you are prompted to download an extension. Once extension is installed/enabled the viewing of Microsoft file types is possible.
Viewing File on Billable
Note: In this example we are viewing a file saved on a Quote but the same steps apply for viewing a file on an Invoice, Supplier Invoice and Order.
Step 1: Navigate to Quotes and select your Quote with File attached
Step 2: Under More select Files
Then go through the same steps shown earlier to view file selected.