When I attach a file to a quote or order, can Customers view this?

Created by Jesse Schaaf, Modified on Fri, 11 Aug, 2023 at 12:45 PM by Jesse Schaaf

I wanted to answer your questions about attachments and who can view/access them.

Any attachments added to quotes or orders in NBS ONLINE are only visible to NBS Employees
If you attached the documents portal; they will be viewed by both NBS employees and the customer the quote or order is assigned.

I have attached a brief video to explain this further

Attachments (1)

Who can see attachments 2023-08-11 11-25-43.mp4
11.2 MB