To view the Linked Document in Kaseya BMS, open the Opportunity, click on the Attachments tab, then click on the document name.
If you open the Linked Document and the document does not exist in your installation of QuoteWerks, it will be automatically imported. However, in order for it to be automatically imported, the Look for synchronized data in dtf files option on Synchronization tab of the Tools -> Options menu must be checked.
If the quote or proposal has been emailed to your customer, the PDF of the document will also be available to view from the Attachments tab.
