Document Sharing
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      Downloading PDF Files of Proposals, Orders or Invoices

      How do I download a PDF file (proposal, order, invoice)?

      To download a PDF file, do the following:

      Step 1. Go to       Projects and select Proposals, Orders, or Invoices.




      Step 2. On the Proposals page, Orders page, or Invoices page click on the # towards the left-hand side. 




      Step 3. Once you are on the proposal/order/invoice page, click on Share.



      Step 4. Once everything looks good on the form, click on Save as PDF.