Organizing files

All of your Quotes, Orders, Invoices, Local Data, Kits and Contacts. are held as files and are stored in the pre-mentioned folders.

Some options may or may not be available depending on the type of file you are working on. The example images in this guide or be using the quotation tool.

Opening a file
Copying files
Moving files to different folders
Exporting files
Deleting files
Import files from Electrika Desktop
Changing project status
Managing follow-ups notes
Searching for files

Removing users from shared folders

Opening a file

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