Attach documents to a job

Practice Admin Managers Partners Job Admin

There may be occasions when documents need to be attached to a job, such as a compliance check listassembly notes.

  1. Select the required job, then select the Documents tab. Any existing documents attached to the job are displayed.
  2. Click Add Document. The Add New Documents window is displayed.
  3. The File Date defaults to today's date but can be changed by selecting from the calendar.
  4. Select a Document Type. These can be used for reporting, or filtering purposes and are optional. If required, enter a Description of the document.
  5. Select Attach to Bills if you want the document to be sent to the client when the bill is sent.
  6. Click Choose File. Navigate to the required file, then click Open. The file is displayed as a thumbnail. If an incorrect document has been selected, click the cross on the thumbnail to remove it.
  7. Use the Roll Document to next job checkbox to determine whether this document will be copied from this job to the next.
  8. Use the Delete Document when job is Closed checkbox to determine whether the document will be deleted from this job when the job is closed.
  9. Click Add. The document is listed in the Documents panel. Click the icon to open it.
  10. To edit or delete the file, click in the Description field (even if empty) to launch the Document Details. Edit, then click Save or click Delete.