Attach documents from the resource area to Quotes, Reports , Invoices e.t.c
I'm aware there is a function to attach a document to a report however this is a blanket attachment and there is no option to attach a specific document to a specific report or document.
For example, when providing a quote to a customer for a pest control treatment, there may be some pre treatment actions required by the customer. This information would differ dependent upon the treatment required. A document containing this information could be uploaded into the resource area.
Additionally attaching multiple documents from within the resource area into forms would be beneficial. I believe this would make the resource area more useful. Currently within forms themselves there is no function of inserting document(s) into a form from the resource area, only from the devices files.
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Comments1
Keith Azzopardi
May 14, 2024
Hi @Joe Day,
Thank you for your insightful suggestion! We truly appreciate your engagement and the effort to enhance our platform's functionality. Your idea to attach specific documents from the resource area to quotes, reports, invoices, and other forms is indeed valuable and has been noted for potential development. It would certainly enhance the usability and relevance of the resource area.
In the meantime, a practical workaround is to utilize the URL of the desired documents. You can copy the URLs from the resource area and insert them into communications or relevant sections of your forms. This method is not as streamlined as the direct attachment feature you've proposed, but it should serve as a functional interim solution.
Thank you once again for your contribution and for helping us make our services better. Your feedback is crucial to us, and we are committed to continuously improving our platform to meet your needs.