How To: Add and Manage Documents

Step 1: Go to your Work Order or Project that needs the documents.

Step 2: Click the 'Documents' tab near the top of the job.

Step 3: Drag and drop up to 25 documents into the document section.

Step 4: Add a label for each uploaded document.

Step 5: Select 'Upload' to add the documents to the job.

Step 1: Navigate to the Documents tab of the job.

Step 2: Click the checkbox on the left to select the document.

Step 3: Select at least 1 document to take the following actions at the top of the documents:

• Share
• Archive
• Download

Step 4: The actions will become available once at least one document selected.

Step 5: If sharing, confirm that these are the documents you want to share.