How do I add an attachment when sending a quote or an invoice?
You can add one or more attachments when sending a quote or invoice.
You have three options to do so:
- Import the attachment directly into the email
- Insert the attachment into the email body as a link
- Incorporate the attachment into the PDF file of the document
1. Import the attachment into the email
To import the attachment directly into the email, click on the 
“Import an attachment” button.
Once the media library is open, select the desired media or import a new one.
2. Insert the attachment into the body of the email
To insert the attachment into the body of the email, click on the “Message” text field, then on the toolbar, click on the 
“Insert media” icon.
Once the media library is open, select the desired media or import a new one.
The attachment will then be inserted as a link directly into the body of your email.
You can also save the message for later usage by clicking on the 
“Save this text to the library” button located on the toolbar.
3. Incorporate the attachment into the PDF file of the document
Toolcie allows you to add attachments before and after the document in PDF format.