Adding a file to your document can be done quite easily by quickly modifying that document's template. This guide walks you through setting that up.

Start by navigating to the document where you would like to add the file, this can be either a quote, order, or invoice.

Important: If you're still drafting the document click "Edit design"

If you've already finalized the document, and want to add a file after you've marked the document as done or sent it out to the customer. Click the three dots at the bottom, then click edit, then "Edit design"

Select where you would like to add the file, click the blue "Add" button, and select "File gallery." Keep in mind that you can only add files with the extension type shown. These are Excel files, jpeg, png, PowerPoint, Word, and pdf documents. Follow the steps shown in the video below and you're all set!