| Available on Plans |
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Drop additional documents into your reports with ease. Quickly add new sections or exhibits by importing documents or PDFs from a local or shared folder, using Valcre’s Insert Documents.
Prerequisites
- Subscription: Professional + Enterprise
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Version Requirement:
- Add-in: 2.0.12.0+
| Step 1: Identify where you would like to insert a document or PDF and place your cursor in this location. | |
| Step 2: Select Insert Documents from the Valcre Ribbon at the top of the Word Report Template. | |
| Step 3: Navigate to the document or PDF you would like to insert into your report and then select Open. | |
| You will now see the additional document as part of your report. | |
Additional Questions? Valcre Support is ready to help with all your Valcre product questions! You can connect to us via phone, email, or chat!
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