Add a Document to Job

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Add a document via drag and drop

To add a document to a job, view the job, 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.

 

showhidden

 

Add a document from clipboard

Info

You can add documents to finished jobs using this method.

 

Right click on the document and select copy.

 

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

 

adddocfromclipbd

 

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Once added, the document will be accessible via that job’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 job's Documents tab, as follows:

open the job in Add or Edit mode

go to the Documents tab in the footer

select Add New, or Link Existing

adddoctojob

select the document from the list.

 

See Add or Link Existing Document for more detailed information.

 

Unlink/delete a document from a job

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

open the job in Edit mode

go to the Documents tab

select the document from the grid

select Delete Document or Remove Link.

deletelink

 

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 Job

Add Comments to a Job

Add Discount to a Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock by Multi-selection

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Charge a customer a restocking fee

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Import Jobs

Job/Order Prepayments/Refunds

 

 

Mark a Job as Ready

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unallocate stock from a job

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job