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Level 4
February 3, 2022
Question

How do I attach a PDF to a client

  • February 3, 2022
  • 1 reply
  • 13 views

How do I attach a PDF to a client

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1 reply

Camp1040
Level 10
February 3, 2022

Select efile on the toolbar with the client file open and then select "Attach PDF files" from the drop down menu.

Level 4
February 3, 2022

I try that before and I receive an error message.

Camp1040
Level 10
February 3, 2022

What's the message?