Attaching a Document to a Job

 

Note

If the client has selected the option to save a copy of each purchase order to a file, the purchase order file will be automatically saved to this folder.  

 

 

 

 

 

To attach a document to a job:

  1. From the Setup menu, select Jobs.

  2. Select the specific Job using the Jobs Toolbar.

  3. Click theDocument Attachments tab.

  4. Click on the Attach button. The Open screen displays the files currently located in the job's specific document folder.  

 

 

  1. If necessary, browse to a different location to find the file to attach. Click on the file name to attach.

  2. Click Open in the lower right corner of the screen.

  3. Click the Save button to save the file to the job.

 

 

  1. Click in the Document Type field and select the appropriate document type.

  2. Click the Save icon.

 

For more information on setting up the available document types, see Setting Up Document Types.

 

Related Topics

Setting Up Document Types.

Overview of Job Document Attachments

Creating Job Document Folders

Delete a Document from a Job