Storage
Storage holds the files uploaded to your organisation: CAD files on the CAD files tab and PDF drawings on the Drawings tab. Files you upload while quoting appear here automatically, with their Owner, Customer, Uploaded date and the quotes they are Linked To. You don't need to upload files here before quoting: start from the quote instead. Use the search box to find a file by filename, owner or customer, or filter the list by customer.
How do I find which quote a file is used on?
- Open Storage and choose the CAD files or Drawings tab.
- Find the file. The Linked To column lists the quote numbers it is used on.
- Select a quote number to go straight to that quote.
How do I delete a file?
- Open Storage and find the file.
- Choose Delete and confirm. This can't be undone.
A file linked to a quote line item can't be deleted, and the Delete button shows Cannot delete: linked to quote items. This keeps earlier revisions of your quotes complete.
See also: How do I link or change the CAD file on an existing line item?
Why does a drawing show a warning icon?
The drawing can't yet be picked as an existing drawing when you quote from a PDF drawing. Hover over the icon to see why: Extraction failed, Still processing or Dimensions not confirmed. Confirm the drawing's dimensions on its quote, or upload it again if extraction failed.
See also: How do I quote from a PDF drawing?