I am new to QB and am developing an app for the first time - this is probably a very basic question regarding attachments and documents, but I haven't had great success in tracking down the answer. I want users to be able to:
(1) click button to create a new record
(2) either within the record or somewhere else obvious, there needs to be a button or link for the user to download a specific excel workbook which is a blank template they will need to fill out.
(3) after downloading the template workbook, they fill it out and then upload it to the record (this part is clear - I have already created an attachment field which they can use to attach the completed workbook).
(4) save/submit the record with the completed document attached.
I'm very beginner here...Can you please walk through uploading a doc within an application and linking back to the file? That would be the best option for us.
I've tried uploading it as an attachment to a report, then creating a field that includes a link to it. The link didn't successfully connect to the document, and not sure how to fix that.
Thank you - worked perfectly!