Projects · 2 min read
Attach and manage a project’s documents
Keep estimates, invoices, and related changes connected to the right job.
Before you start
Check the project’s client and the document’s existing links before attaching it.
Step by step
Open the financial section
In the project, find the relevant estimates or invoices section.
Choose an existing document
Use the attachment control and choose from the eligible documents. Read any restrictions if the document you expect is unavailable.
Check linked records
Open the attached document and confirm the project association. Keep converted estimates and invoices and their related changes consistent.
Review removal carefully
When detaching a document, read the confirmation and any relationship restrictions. Recheck the project’s financial overview afterward.
What happens next
Attaching associates an existing document with the project. Detaching changes that association; it is different from deleting the financial document.
Good to know
Related documents can restrict detachment. Do not break financial links simply to change a project’s displayed totals.
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