Attaching files like photos, documents, or specifications is now easier than ever. This feature simplifies the way you manage your proposals, estimates, or invoices by allowing direct file uploads. Here's how you can leverage this new tool.

Why File Attachments Matter

When you're working on a project, sharing documents like specifications, photos, or terms can provide clarity and professionalism to your clients. Including visuals or detailed documents can:

• Showcase what the project entails.

• Provide transparency with detailed estimates.

• Reinforce communication by including all relevant information upfront.

How to Use the Drag-and-Drop Feature

Adding attachments is straightforward and can be done in just a few steps:

1. Drag Files Directly

   • Drag and drop files from your computer directly into the designated attachment section.

2. Access Media Storage

   • If you’ve previously uploaded documents or images, you can pull them from your media storage for quick use.

3. Supported Formats

   • Attach common file types like PDFs, images, and Word documents to ensure compatibility.

Practical Use Cases

This feature is designed to help in various scenarios, such as:

• Project Documentation: Attaching images of completed work or project stages.

• Detailed Estimates: Adding scope documents, terms, or custom specifications.

• Invoices and Proposals: Including visuals or files to give a complete overview.

Benefits for Your Workflow

With this streamlined file attachment system:

• Save time by avoiding external apps or email for file sharing.

• Keep all your documents in one place for easy access and management.

• Improve client communication by sharing clear and comprehensive proposals.

By using this enhanced file attachment feature, you’ll be able to streamline your workflow and improve the professionalism of your client interactions. Start using it today to elevate your project management process!