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How to attach files to a Job, Invoice, Quote, Purchase Order or Bill

Whether you're in a Job, Invoice, Quote, Purchase Order Bill, Tradify has the ability to upload files and photos to all the above.

Files can either be attached from the Web Console or from a Mobile device. This article covers off the process for attaching files from the Web Console. If you're wanting to know the process for mobile, please see here.

Important Note: The process of attaching files to a Job is essentially the same when attaching a file to Invoices, Quotes, Purchase Orders and Bills. The steps below demonstrate how to attach files to a Job but can also be followed for Invoices, Quotes, Purchase Orders and Bills.

 

Attaching Files to a Job - Web Console:

Within a Job, click on Notes > New NoteNotes_-_Step_1.png

Enter the Note text as required.

Note: We recommend entering a description of the attachment for easy identification, since the file name might not allow for enough information.

Click "Attach a File" and select the file you wish to attach in the file explorer window that appears.

Notes_-_Step_2.png

Note: The attached file can be virtually any file type, i.e. Word Document, PDF, Excel Spreadsheet, Photo or Image (JPEG, GIF, TIF, PNG) etc.  The attachment will require an appropriate app to view it on a Mobile device, therefore it is advisable to convert Word and Excel (or non-image files) into a PDF before uploading them. More than one file can be attached at a time and each file must not exceed 10MB in size. Please note that file uploads on a Mobile device are limited to 3MB.
Note: The files attached will appear as a blue bar on the Note and can removed by clicking on the X to the right of each attachment, as illustrated below.
Note: A notification can also be sent to a Staff Member pertaining to the Note.  For more information on here.

Once you've entered all the relevant details, select OK to create the note.

Notes_-_Step_3.png

 

As a final step, select the Save button to save the note to the Job.

Notes_-Step_4.png

 

To view thumbnail images of all files attached to the Job, click an attached note (notes will be displayed as below).

Notes_-_Step_5.png

 

 

 

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