Add a Document to a Project

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Add a document via drag and drop

To add a document to a project, view the project, then drag and drop the file (from the drive/network) directly onto it.

 

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless the Show Hidden icon is selected.

 

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Add a document from clipboard

Right click on the document and select copy.

 

With the Project in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

 

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Once added, the document will be accessible via that Project’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the job. That number will increase as more documents are added to the job.

 

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the project's Documents tab, as follows:

open the project in Add or Edit mode

go to the Documents tab in the footer

click Add New, or Link Existing

select the document from the list.

 

See Add or Link Existing Document for more detailed information.

 

Unlink/delete a document from a project

Unlink a document (ie. remove the link) or delete a document from a project in this manner:

open the project in Add or Edit mode

go to the Documents tab

select the document from the grid

click Delete Document or Remove Link.

 

See Add or Link Existing Document for more detailed information.

 

Quality

Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed.

 

How to

Add a Document to a Project

Add a Job to a Project

Add Recurring Managed Service Jobs

Create Similar Project

Job Profit Report Setup Requirements

Set up a Managed Service Project