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Adding Files to Jobs

Learn how to attach files to jobs for reference later

Lauren avatar
Written by Lauren
Updated over a week ago

You can upload and store files with a job under the job's Documents tab. This is useful if you'd like to quickly reference these files at a later point in time. For example, if you have a signed physical contract already, you can scan and upload it to the job where it will be stored. You can upload all sorts of common file types - word documents, pdfs, pngs, jpegs, etc.

To upload a file, go to the Documents section of the job and click "New File". Then choose the file from your computer. Note: Files must be less than 5mb.

Once its uploaded you can always Delete or Download the file by clicking the ellipses on the far right. Some files - like PDFs - can also be Previewed in your browser.

You can upload as many files as you want to job.

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