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How can I realease files for clients?

 You have the option of releasing files you attached to documents to enable clients to view these files online.

 

To release an attached file for your client, go to the document (order, offer, invoice) and select the attachment (document symbol). If you mouse over the files you will see an eye icon that you can click to release the file.

 

And this is how it will then look to your client:

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