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The Job Document Detail page lets you upload a document to a particular
job, update document notes or delete a document. The document can be associated
to a specific task or the job in general.
Attaching documents is helpful when you need to display a photo of a
product you ordered, to further explain an option on a job, or show the
supplier something that is an issue with workmanship (documents can be
shared with the supplier(s) of a job if the supplier is connected via
SupplyPro).
To upload an document:
In the Document
field, type the complete path where the document resides,
or click the Browse button
and select the document you want to upload. Click the Title
field and type a name for the document. If needed, click the Task
field and select a task to assign the document to. Type any Notes
regarding this document. If you want the supplier to be able to see the
document, make sure the Viewable by Supplier
box is checked.
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If you do
not want
a supplier to see any documents that you uploaded, remove the checkmark
in the Viewable by Supplier field. |
Click the Upload
New Document button.
To update notes:
In the Notes field, make any
updates as needed, then click the Update
Document Notes button.
To delete a document:
Click the Delete Document button
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