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To open documents, use the File -> Open menu or the open folder icon on the toolbar. In the Open window, search for specific documents by typing part of the name and clicking [Search]. You can also use the drop-down arrow in the Document Name field to access a list of the last 15 opened documents.
Search quotes by various fields using the drop-down box or by entering information and clicking [Search]. Clear entered information with the [Clear] button for a new search. Check if a document is uploaded to QuoteValet by looking at the QuoteValet Document ID column (blank indicates not uploaded).
Right-clicking on a document allows actions like opening, displaying contact, emailing a customer through QuoteValet customer notification, converting quotes to lost, changing DocStatus, or deleting (requires security rights).
Multiple documents can be simultaneously updated or converted to lost by right-clicking on the documents you would like to change and selecting the option.
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