How To Delete, Edit, Download, View Supporting "Files" For An Estimate

Video Tutorial

To remove, edit, view supporting "Files" for an estimate which has been generated follow these steps.

1. Navigate to the desired estimate.

2. Once inside the estimate, select the estimate "Files" button.

3. Select the desired file and press the "3 Dot" button located to the right.

4. Select the desired option. These are "Delete File", "Edit File", "Download File" & "View File" .

The "View File" option allows you to view the file in the browser. The "Edit File" option allows you to edit the file "label" and add a "description" if desired.

Published 9/15/2025.