Attach PDF Documents to the Sales Proposal

This article is in the Projects section of the App. 

You are able to attach documents, such as specification sheets or brochures, to both the MyEnergy and PDF sales proposal. 

To start, scroll down to the bottom of an individual Project page to the Files section. 

1. Click on the  button 
2. Upload the files that you wish to attach 
3. Add the appropriate tag (from either "Sales Proposal - Equipment Documentation" or "Sales Proposal - Extra File")
4. Optionally add a title 
5. Click the  button

From this same section, you are able to attach other files such as utility bills, site images, etc.