On occasion you may want to attach an additional document to a customer's quote or invoice.
AGG SMART has the facility to do this by using the value in the "PO Ref" field on a quote to link to a PDF document you upload to the AGG SMART system.
1) Open the quote on which you would like the attached PDF document to appear.
2) Make a note of the value in the "PO Ref" field. If there isn't a value in this field then you will need to add a dummy reference such AGGTEST1000 and click "Update Quote".
3) Now make sure the document you want to attach is available on your computer in PDF format.
4) Rename the PDF document so the filename matches the value in the "PO Ref" field. So in our example the PDF file would need to be called AGGTEST1000.pdf
5) With the PDF file named correctly, find the customer in AGG SMART and go to the "Edit Customer" screen.
6) At the bottom of the form click the blue "Upload" button.
7) This will open the file upload screen where you can click the
Video Reference
You may find it quicker and easier to follow this process by watching the short video clip below, which shows the above instructions being carried out.
Further Help & Assistance
If you have any questions or issues regarding any of the above, then please get in touch with our support department by emailing support@aggsmart.co.uk and a member of the team will get back to you as soon as possible.
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