How To Upload Supporting "Files" For An Estimate

Video Tutorial

To upload 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 yellow "Upload Files" button.

4. "Drag & drop" or "select" the desired file(s). Files will automatically upload.

Alternatively, you can also upload "files" through the "Summary" button of the estimate by navigating to the lower left corner of this "Summary" tab and pressing the "View All" option on the upper right corner of this "Files" block.

Published 9/15/2025.