Skip to main content

Add a document as an attachment without uploading a local copy

Jira: TN-8713 — [Quote] Add document as attachment via link without local upload

Status: Done2 comments

Log in to comment and vote

Comments2

  • Wiebe Dijkman

    Team•

    Sep 10

    Hi Inge,

    You can add a document to a quote without uploading a file from your computer.


    On the quote, scroll to Attachments and click Add Document. By default you can paste a link to the document, along with a title. That’s all that’s needed.

  • Victor Raessen

    Team•

    Mar 10

    **Nick A** (2025-10-15): This would be very useful, especially if we could add a widget as a needing approval attachment as well automatically. It would make requiring a signed Statement of Work much easier.