Managing Documents

Through the “Templates” tab, Select the “Manage File/Document” option.

The “Documents” page will list all the documents that you have previously created earlier.

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

2- At the Top right Corner click the “New Document” button.

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.