Creating Job Document Folders

A folder will be created for each job as a central repository for all documents that relate to the job. The master document folder is defined in Company Folder Settings. The naming convention for the document folder related to each job is defined from that same settings screen (see Creating Job Master Document Folders).

To create the document attachment folders for all existing jobs:

1. From the Integration menu, selectTimberline Accounting > Share All Job Information with Job Cost.
   
   The individual folder will be created for each job that currently exists in Job Cost based on the settings in Company Folder Settings

To create the document attachment folder for the selected job only:

1. From the Setup menu, select Jobs.

2. Select the specific Job using the Jobs Toolbar.

3. Click  the Document Attachments tab.

4. Click the Synchronize This Job with Timberline icon in the application toolbar. The document attachment folder will be created for the selected job only, based on the settings in Company Folder Settings.

5. • Or, click the Create Documents Folder icon to the right of the Documents Folder field. The document attachment folder will be created for the selected job only, based on the settings in Company Folder Settings.

Related Topics

Company Folder Settings

Creating Job Master Document Folders

Overview of Job Document Attachments

Attaching a Document to a Job

Delete a Document from a Job

Synchronize This Job with Timberline

Share All Job Information with Job Cost