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ADHDsherri
Level 2
Feb 8, 2021 12:18 AM UTC
Question

How do I attach documents to client requests?

I have pdf and excel documents I would like to send to certain clients. How do I attach a file?
This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
Feb 8, 2021 12:50 AM UTC

See this discussion for steps to follow:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-is-there-any-way-to-attach-a-document-from-me-to-send-with-a/01/122383/highlight/true#M11765

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