How to add documents to Packing Lists?

Beth P. shared this question 25 hours ago
Need Answer

We are trying to update our packing list to add an updated incident report. Whenever I add it by cutting and pasting it changes the format of all pages of the packing list making the text small..

Comments (2)

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If you use "CTRL+SHIFT+V" this should allow you to paste the text without formatting and then you can edit the text on the template once pasted.

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If you'd like to keep a digital report, you could create one in Google forms and then add a qr code to each lead.


Pro tip: use IO's surveys to create reports then use qr codes to access per lead. This puts the reports on each lead in the survey section. You can then use a variable to put the responses in an email that sends automatically or even on the lead hover pop up.

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