Attachments

How to Use Attachments

Overview

In simPRO, attachments can be added many areas, including quotes, jobs, items and people. You may wish to use attachments to easily store copies of agreements or contracts, images of items, and other associated documents. You can upload files up to 80MB in size.

Attachments are managed through the Attachments tab in a quote, job, customer card file etc. This tab does not appear until the project has been saved at least once.

Access to creating, editing and deleting attachments and attachment folders may be restricted by a user's security group settings.

Changes to attachments updates in Connect after syncing. Learn more on in View job attachments.

Any attachments you create in simPRO are stored in Amazon's Simple Storage Service. Your attachments are secure, and large attachments do not affect simPRO's performance.