Adding Additional Documents to a Project (Purchase Orders, Notes)

Adding Additional Documents to a Project
In this example we will be adding a purchase order sent to us by a client after receiving an invoice from us.

After you have opened the project. select the Document storage tab. ensure you have the project folder selected. With the Document storage folder opened, select the white paper on the right hand side of the application. Enter a description, then select the three dots near the File name field to search for the document you would like to attach. Any additional notes can be entered, by opening the notes tab.