Set up Job Document Types (Table Editor)

Create and edit document types that can be stored against job records.

 

Create a new Job Document Type

This is listed on the Job's Record > Job Documents widget

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Job Document Types tile
  4. Add a document name to the New Item field
  5. Click on the Add button
  6. Click on the Close button

Job Document Type - Add New - Save.gif

 

Example of new Job Document Type

This is listed on the Job's Record > Job Documents widget

  1. Go to a Job's record
  2. Go to the Job Documents widget
  3. Select an option from the Job Document Type field
  4. Click on the Upload icon
  5. Locate your file and click the Open button

Job - Job Documents - Upload.gif

 

 

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