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Bite Size Training Videos

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Bite Size Training Videos (9)

This is the home of short instrucitonal videos to share with GRATIS clients

How to automatically attach files when sending documents

Modified on Mon, 30 Jun at 9:26 AM
How to change document headings for the charges table

Modified on Mon, 30 Jun at 9:29 AM
How to create a summary proposal

Modified on Mon, 30 Jun at 9:32 AM
How to add images to document footers

Modified on Mon, 30 Jun at 9:36 AM
How to preview the rfp and proposal documents

Modified on Mon, 30 Jun at 9:39 AM
How to create and save charge line descriptions

Modified on Tue, 4 Nov at 3:59 PM
Add customer comments to the proposal

Modified on Tue, 4 Nov at 4:06 PM
Confirm as new booking

Modified on Tue, 4 Nov at 4:08 PM
Modify Original Enquiry Text and Charges

Modified on Tue, 4 Nov at 4:14 PM