Allow Click/Drag method & all file types to Document attachment

To retrieve the document means to have it saved somewhere else which creates an extra step. Allowing a click and drag method would reduce time and steps to attach. Also, it is not accepting email file types which is a common file type to want to 'pin' to a quote as backup/support. Extra steps to convert the email to pdf are happening so this would help streamline and make it easier.

Under consideration Web Portal Suggested by: Mallory Black Upvoted: 18 Jan, '21 Comments: 0

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