Do you want to learn how to attach files to your budgets with KeyandCloud? In this article we will teach you step by step how to do it. With KeyandCloud, you can easily attach relevant documents to your quotes so you have all the information in one place and easily share it with your clients. Read on to discover how easy it is to use this feature and improve your budget presentation!

– Step by step -- How to attach files to your budgets with KeyandCloud?

• Access your KeyandCloud account: To get started, log in to your KeyandCloud account using your credentials.
• Select the budget you want to attach files to: Once you're logged in, choose the quote you want to add attachments to.
• Click the “Attach Files” button: Within the selected quote page, find and select the option to attach files.
• Choose the files you want to attach: Select the files you want to attach from your device or from the cloud.
• Confirm the attachment of the files: Verify that the selected files are correct and confirm the attachment.
• Save the changes: Once you have attached the desired files, be sure to save the changes you made to the quote.

FAQ

How to attach files to your quotes with KeyandCloud?

1.

What is KeyandCloud and what is it used for?

2.

How to create a budget in KeyandCloud?

3.

Can I attach files to my quotes in KeyandCloud?

4.

What is the file size limit for attaching to quotes in KeyandCloud?

5.

Can I attach multiple files to a single quote in KeyandCloud?

6.

How to attach a file to a quote in KeyandCloud?

7.

Can I attach Microsoft Office files to my quotes in KeyandCloud?

8.

Are files attached to quotes in KeyandCloud safe?

9.

How to view attachments in a quote in KeyandCloud?

10.

How to delete an attachment from a quote in KeyandCloud?

1. KeyandCloud is a financial management platform used to create and manage budgets, invoices and expenses in an organized and efficient manner.

2. To create a quote in KeyandCloud, you just need to follow these steps:
1. Log in to your KeyandCloud account.
2. Click “Create new quote”.
3. Complete the required data, such as the client's name, concepts and amounts.
4. Save the budget.

3. Yes, you can attach files, such as invoices or contracts, to your quotes in KeyandCloud.

4. The file size limit for attaching to quotes on KeyandCloud is 25MB per file.

5. Yes, you can attach multiple files to a single quote in KeyandCloud, as long as they do not exceed the combined size limit.

6. To attach a file to a quote in KeyandCloud, follow these steps:
1. Open the quote to which you want to attach the file.
2. Click “Attach file”.
3. Select the file from your device.
4. The file will automatically be attached to the quote.

7. Yes, you can attach Microsoft Office files, such as Word documents or Excel spreadsheets, to your quotes in KeyandCloud.

8. Files attached to quotes in KeyandCloud are protected and stored securely in the cloud.

9. Files attached to a quote in KeyandCloud can be viewed by clicking on the quote and then clicking the “Attachments” tab.

10. To remove an attachment from a quote in KeyandCloud, follow these steps:
1. Open the quote from which you want to remove the attachment.
2. Click the attachment you want to delete.
3. Select the “Delete file” option.

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