Use product documents to share important information like safety manuals and instructions with your customers. You can upload documents to a product and have them automatically attach when sending i.e. quotes or orders.

Head to a product page and click on the Documents tab. Click Add Document to get started.

You'll see the 'New Document' screen.

Document Type
What kind of document is this? Choose from types like:

Choose which document templates this file should attach to automatically, i.e.:

Example:
If you select “Quote,” the document will be included automatically when sending a quote that includes this product.

Drag and drop your files into the upload area, or click to browse and select them from your device.

If multiple products in your quote or order share the same document, it will only be attached once to avoid duplication.

If the product is serialized, the system will attach documents specific to the individual stock item ensuring the correct version or item-specific file is included.