Attach Files to Selection Choices

OBJECTIVE

To attach files to a Selection Choice in ConstructionOnline

BACKGROUND

If there is one thing your clients love, it is the ability to customize as much of their project as possible. By using Client Selections, you'll be able to present them with Selections in a clean format that is user-friendly and easy to interact with.

STEPS TO ATTACH FILES TO SELECTION CHOICES

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Within a Category Selection, right-click on the desired Choice
  5. Select Edit Selection Choice
    1. This will open the Edit Selection window
  6. Choose the Attachments tab
  7. Click the green +Add New Attachment button
    1. This will open the Upload Files window
  8. Upload your File or drag & drop it in the window
  9. Click Save 

HAVE MORE QUESTIONS?

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