Adding attachments to a project and a consultation batch
The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
As the lead/co-lead of a consultation batch, you can add attachments to your consultation batches so that they can be sent to companies. You can also add attachments at project level, so that they can be inserted directly into the batches if you wish.
In this article :
Adding attachments to a consultation package
The first step is to click on "Consultations" (1) and then on the consultation of your choice (2).
You can then add your folders or images directly in the box provided.
By clicking on the Import/Export button (1), you can either import files from other consultations or export all the attachments.
Adding attachments to a consultation project
The first step is to go to the "Projects" tab (1) and then to the one of your choice (2).
You can then add your folders or images directly in the box provided.
A pop-up window will appear on your screen. You will be able to choose whether or not you want these attachments to be added to all your batches.
If you click on "Import into all batches", you will be able to find all your attachments in the insert corresponding to the consultation level.
Note :
To delete attachments from a project, click on the red bin icon in the same place as where you added them. A pop-up window will open where you can choose whether you want to delete the attachment for the project only or for all the views in the project.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Related keywords :
consultation - batch - project - add - delete - attachments - Consult