AlarmBiller allows you to add attachments to proposals, work orders, and invoices. Here you can create a library of attachments for this purpose.
Adding a New Attachment
Add
To add a new attachment click “Add” in the top right corner of the page.
Complete Fields
Complete Attachment fields.
Attachment Name
Type a name for the attachment.
Type
Choose a document type from the dropdown box.
Save
Click the check mark on the right side of the screen to save.
Uploading
To link a document to the attachment name, click the upload button to the right of the attachment.
Upload Files
Click “Upload Files” in the upper right corner of the page that appears and select the file(s) you would like to upload from your documents. You can also drag and drop a file(s) from your documents directly onto the page. Then click "Save" in the bottom right corner to update.
