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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

To view the Linked Document in ConnectWise, open the Opportunity, click on the Documents tab, then click on the link in the Title column.



Click the View button next to the Document Title field to launch QuoteWerks and open the linked document.

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.