You can insert an attachment to any existing Task, Note or Journal.
A good example might be a scanned proposal or a carrier quote.
Insert an Attachment
1. | Chose an existing Task, Note or Journal |
2. | Right click on the line in question and select the Attachment option. |
3. | In the Attachment Window, select Insert form the right hand menu |
4. | Find your attachment (on your desktop or folder) and click Open. |
5. | The attachment is inserted. |
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See Also: How to Journal