Attaching Documents Using the SmartVault Toolbar for FreshBooks

Overview

You can attach documents using the new SmartVault Toolbar for FreshBooks. Documents attached to these transactions are uploaded to their respective folders in SmartVault. You can only attach documents to transactions after the transaction has been created.

These folders are located in your vault at Applications\FreshBooks\Documents.

For more information on attaching documents using the SmartVault Toolbar for FreshBooks, see How to Attach Documents from a SmartVault Toolbar.

Supported FreshBooks Entries

The list of supported FreshBooks entries to which you may attach documents is shown below. 

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