Attaching files to your quotes in Docuten is a simple task that allows you to send all the necessary information to your clients quickly and efficiently. In this article, we explain step by step how to attach files to your budgets in Docuten so you can take full advantage of all the features of this platform. With Docuten, you will not only be able to send your quotes digitally, but you will also be able to add additional documents to give your clients the complete information they need to make informed decisions. Read on to discover how easy it is to attach files to your quotes and improve your clients' experience.

– Step by step -- How to attach files to your budgets in Docuten?

• Access your Docuten account: The first thing you need to do is log in to your Docuten account with your username and password.
• Select the “Budgets” section: Once inside your account, go to the “Budgets” section in the main menu.
• Create a new quote or select an existing one: If you need to attach files to a new quote, click “Create New Quote.” If you want to attach files to an existing quote, select the quote in question.
• Click "Attach files": Within the budget creation or editing form, look for the option that allows you to attach files.
• Select the files you want to attach: Click the "Select files" button and choose the documents you want to attach to your quote from your computer.
• Save the changes: Once you have attached the files, be sure to save the changes to your quote so that the information is updated correctly.

And that's it! now you have learned How to attach files to your budgets in Docuten? By an easy and fast way. We hope this guide has been helpful to you. If you have any other questions, do not hesitate to contact our support team.

FAQ

Frequently Asked Questions about Attaching Files to your Quotes in Docuten

How to attach files to your quotes in Docuten?

1. Log in to your Docuten account.
2. Select the "Budgets" option in the main menu.
3. Click the quote you want to attach a file to.
4. In the quote details section, select “Attach file”.
5. Select the file you want to attach from your device.
6. Click “Attach” to finish the process.

What types of files can I attach to my quotes in Docuten?

1. You can attach any type of file, such as PDF, Word, Excel, images, among others.
2. Make sure the file type you are attaching is supported by the platform.

Is there a size limit for the files I can attach?

1. Yes, there is a file size limit that you can attach to your budgets in Docuten.
2. Make sure the file you want to attach does not exceed the set limit.

Can I attach several files to the same quote in Docuten?

1. Yes, you can attach multiple files to the same budget in Docuten.
2. Simply repeat the attach file process for each additional document you want to include.

Can I delete a file attached to a quote in Docuten?

1. Yes, you can delete an attachment to a quote in Docuten.
2. Find the file you want to delete and click the corresponding option to delete it.

Can I see the files attached to a quote before I send it?

1. Yes, you can see the attached files to a quote before submitting it in Docuten.
2. In the quote details section, you will find attachments that you can review.

How can I ensure that attachments have been sent correctly in Docuten?

1. After attaching the files, check that listings appear in the budget details section.
2. If the files appear, it means they have been successfully sent.

Can I attach files to quotes from my mobile device in Docuten?

1. Yes, you can attach files from your mobile device on the Docuten platform.
2. Access your account through your device's web browser and follow the usual steps to attach files.

Are there any special requirements for file names when attaching to quotes in Docuten?

1. No, there are no special requirements for file names when attaching to quotes in Docuten.
2. However, it is advisable to use descriptive names that help identify the contents of the file.

Can I attach files to quotes in Docuten if I am a free user?

1. Yes, you can attach files to your quotes on Docuten even if you are a free user.
2. The platform allows all users to attach files to their quotes.

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