Question
- How can I no longer require a Final Draft PDF upload for Add Estimate in DASH?
Answer
Note
Previously, a PDF was required when using the Add Estimate feature in DASH. However, since Add Estimate only updates the Estimate $ amount and does not require a DATA estimate (ex: Rough Draft PDF or XML PDF), a Final Draft PDF is not always needed.
Now you can turn off the requirement for a Final Draft PDF when updating your Estimate dollar amount via Add Estimate.
- Log into your DASH environment
- Hover over Administration and select Company Settings
- On the Company Settings page, select Accounting
- Uncheck this box to not require a PDF when using Add Estimate
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