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D
dawn-fsataxaccou
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

This topic has been closed for replies.

1 reply

Camp1040
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.

    D
    dawn-fsataxaccouAuthor
    Level 4
    February 3, 2022

    I try that before and I receive an error message.

    Camp1040
    Camp1040
    Level 10
    February 3, 2022

    What's the message?

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