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How can I add a document to a Sales Order?

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Use Vtiger’s Documents module to solve the problem of organizing and sharing!
It acts as a repository for all the documents that you create or those shared with you by your customers or sales team.

Follow these steps to add a document from a Sales Order:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Sales Orders module.
  4. Open any Sales Order record.
  5. Click the +New button in the Summary View.
  6. Click Add or Create button.
  7. Select Documents.
  8. If you want to add an existing document, select Select Documents or select Create documents if you want to add a new document.
To know more about Sales Order, click here.
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