Manage Documents with Cubit Select

Cubit Select allows you to upload, preview and download documents within your Cubit Select quotes. You are also able to delete any attached quotes should you need to.

 

Upload Document

To attach documents to your Cubit Select Quote:

1. Open a job and go to the Quotes Summary page.

2. Add a quote to a Trade Package.

3. Click the 3 dots and select Manage Documents.

Fig 1. Manage Documents

4. The Documents window will appear. Click Upload to browse files to be uploaded.

Fig 2. Documents Upload

5. Click Select Files or Drag and Drop Files into this window to upload.

6.  The document you have selected should now appear on the list. Click Upload.

Fig 3. Upload document

Fig 4. Successful upload

7.  Click Close.

8. Your Documents window will now display the document you have uploaded. Click Close to complete and return to the Quotes Summary page.

Fig 5. Documents window with an attached document

Note: Your quote will now have a  beside it.

Fig 6. Quote with document attached

Preview Document

Quotes with documents attached can be previewed. From the Quotes summary page,  click the   beside the quote to open the Documents window.

1. Click the Preview button for the document you wish to preview and Cubit Select will open a new Preview window displaying the document.

Fig 7. Preview button from Documents

2.  Click the X to close the Preview.

Download Document

Quotes with documents attached can be downloaded. From the Quotes summary page,  click the   beside the quote to open the Documents window.

1. For the document you wish to download, click the Download button and Cubit Select will download the document to your download folder location.

Fig 8. Download document

Delete attached document

Attached documents can be deleted from a quote.

From the Quotes summary page,  click the   beside the quote to open the Documents window.

1. For the document you wish to delete, click the 3 dots and select Delete Document.

Fig 9. Delete Document.

2. An alert to confirm you wish to delete the document will appear. Click Delete, to delete the document.

3. The document will be removed and you can click Close to return to the Quotes summary page.