{"id":30627,"date":"2025-02-25T09:10:20","date_gmt":"2025-02-25T09:10:20","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=30627"},"modified":"2025-02-25T09:10:20","modified_gmt":"2025-02-25T09:10:20","slug":"adding-notes-attachments-to-estimates","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-notes-attachments-to-estimates\/","title":{"rendered":"Adding Notes \/ Attachments to Estimates"},"content":{"rendered":"<p>Click\u00a0 <strong>\u201cManage Estimates\u201d <\/strong>from the<strong> &#8220;Sales&#8221; <\/strong>dropdown menu, then choose the estimate to which you want to add notes\/attachments.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30628\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8939832.png\" alt=\"\" width=\"1366\" height=\"592\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8939832.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8939832-300x130.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8939832-1024x444.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8939832-768x333.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Click on the<strong>\u00a0\u201cAdd Note\/Attachment\u201d<\/strong>\u00a0button at the top of the estimate display window.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30630\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/521.png\" alt=\"\" width=\"1198\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/521.png 1198w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/521-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/521-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/521-768x384.png 768w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/><\/p>\n<p>Enter the following details:<\/p>\n<ul>\n<li><strong>Date and Time:<\/strong> Specify when the note or attachment is being added.<\/li>\n<li><strong>Status:<\/strong> Specify the status of the attachments from the statuses list.<\/li>\n<li><strong>Action:<\/strong> Select the performed action from the list.<br \/>\nNote that you can edit, add, or delete actions and statuses from the buttons \u201c<strong>Edit Action List<\/strong>\u201d and \u201c<strong>Edit Statuses List<\/strong>\u201d as shown in the image below.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30632\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/65781.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/65781.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/65781-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/65781-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/65781-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<ul>\n<li><strong>Note:<\/strong> Enter the necessary details in the text box.<\/li>\n<li><strong>Attachments:<\/strong> Upload the required files by clicking the \u201c<strong>Upload<\/strong>\u201d button or simply dragging and dropping them.<\/li>\n<li>Enable the \u201c<strong>Share With Client<\/strong>\u201d button if you want the client to be able to view the notes and attachments on their own portal of the system.<br \/>\nFor the client to be able to view the attachment, the permission to view notes and attachments on their personal page must be given. For more details, refer to the \u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/client-permissions-settings\/\"><strong>Client Permission Settings<\/strong><\/a>\u201c guide.<\/li>\n<li><strong>Tags:<\/strong> Add tags to categorize specific notes and attachments, making it easier to search and filter them later.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30634\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8834834.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8834834.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8834834-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8834834-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/8834834-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<p>Once all fields are completed, click\u00a0<strong>\u201cSave\u201d<\/strong>\u00a0to confirm your entries.<\/p>\n<p>You can check all the added notes or attachment from the estimate file when clicking on \u201c<strong>Notes\/Attachments<\/strong>\u201d as shown in the image below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30637\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/7897.png\" alt=\"\" width=\"1198\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/7897.png 1198w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/7897-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/7897-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/02\/7897-768x384.png 768w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/><\/p>\n<p>You\u2019ll find all relevant details about the added note or attachment, including the date, time, and the employee who uploaded it.<\/p>\n","protected":false},"author":23,"template":"","categories":[2154],"tags":[],"class_list":["post-30627","user_manual","type-user_manual","status-publish","hentry","category-estimates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding Notes \/ Attachments to Estimates - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-notes-attachments-to-estimates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Notes \/ Attachments to Estimates - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click\u00a0 \u201cManage Estimates\u201d from the &#8220;Sales&#8221; dropdown menu, then choose the estimate to which you want to add notes\/attachments. 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