Additional files from your local file system (up to 20 MB) can be attached when emailing Estimates, Invoices and Statements out of CoreBridge.
Important Note: This feature is limited to subscription packages that include File Management. For more information about File Management, please review the following support article: File Management
Additional files can be attached when sending:
To attach additional files to one of these outgoing communications, click on the Paperclip Icon from within the communication modal: