I am trying to Drag and W9 from a Triage email into Quickbooks to attach to a vendor but nothing happens. Is this not possible or is there a certain way to to this?
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If you could just drag the PDF from Karbon, see how that would be more useful, as in your bill . com case… there are work arounds, but your suggestion would increase efficiency in a few situations.
Put it in as a feature idea and I’ll vote for it. 
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