Overview of Job Document Attachments

Documents that relate specifically to this job may be attached to the job within this tab. An unlimited number of documents may be assigned to a job. The documents can be images, cad drawings, Word files, Excel files, scanned documents, etc.

The documents are categorized by document type, which is determined under Setup > Document Types. (See Document Types under Setup.)  

Scheduling Activity documents:

1. • Specific document types are assigned to specific scheduling activities.

   • Each document is classified as a specific document type.

   • Any document attached to the job that is classified as a document type that is assigned to a scheduling activity will be sent as an attachment to scheduling notifications that are sent via e-mail.

Purchasing Activity documents:

1. • Specific document types are assigned to specific purchasing activities.

   • Each document is classified as a specific document type.

   • Any document attached to the job that is classified as a document type that is assigned to a purchasing activity will be sent as an attachment to the purchase orders that are issued via Email.

To access the Document Attachments tab for a job:

1. From the Setup menu, selectJobs. Or, click the Jobs icon on the Setup toolbar.

2. Select the specific job using the Jobs Toolbar.

3. Click the Document Attachments tab.

All documents currently attached to the selected job are listed.

4. Click the View link associated to a specific document to open and view the contents of a file.  

Related Topics

Folder Settings

Creating Job Document Folders

Attaching a Document to a Job

Delete a Document from a Job

Overview of Setup Jobs Screen

Synchronize This Job with Timberline

Share All Job Information with Job Cost