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.
   
3. Use the search bar in the upper left to locate the Job Document Types option.
4. Add a document name to the New Item field.
5. Click on the Add button.
6. A pop-up will appear in the upper right letting you know the document type has been added and displaying the document type below.
7. All document types here can be edited or deleted using the pencil and trashcan icons.

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