Uploading files to a quote as an attachment

This topic describes how to browse and attach files to a quote when viewing the quote summary or modifying the details of a quote.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display quotes matching the search criteria.
   • If only one quote matches the search criteria, the Quote Details screen is displayed.
   • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
5. Click Attachments. The Attachments screen is displayed.
6. In the Description box, enter a brief description about the file being attached.
7. Click Browse.
8. The Choose File to Upload dialog box is displayed. Navigate to the file you want to attach, select the file and click Open.
9. Click Upload to upload the selected file.
   The Attachments Info panel of the Attachments screen is refreshed to display the newly added attachment.

   Note: You can attach multiple files to the quote. To attach another file, repeat steps 5 to 8.

   To download a previously uploaded attachment, click the link on the Name of the attachment, the File Download dialog box is displayed prompting the user to open or save the attachment.