This article is in the Projects section of the App.
First you will need to navigate to the Project Page for the Project you will be editing.
The Project Page can be accessed by clicking on a project from the Project zone or you will be taken there when you create a new project.
This page allows you to edit various details of the project and you can also send out invitations for the customer to view the MyEnergy page for the designs you’ve created
This article will go through how to upload extra documents to attach to the Sales Proposal such as Specification Sheets or Brochures.
Scroll down to the bottom of the Project Page to the Files section.
- Click on the button
- Upload the files that you wish to attach
- Add the appropriate tag (from either "Sales Proposal - Equipment Documentation" or "Sales Proposal - Extra File").
- Optionally add a title
- Click the button