Adding documents to jobs

ranscription:

In this tutorial, we're going to take a look at the documents folder.

With a job open, navigate to the 'Documents' tab.

This is where we can store documents related to this particular job.

To add a document, select 'Upload New', browse to your file, and then select 'Upload'.

The document is now available for your colleagues to view.

Multiple documents can be uploaded in this way.

When sending a document such as a booking confirmation, that document will automatically be added to the 'Documents' folder.

Initially, the updates tab will tell us that the document is 'waiting to send'.

After a short wait, the 'Updates' tab will show that the document has been sent,

and the document itself will appear in the 'Documents' folder.

That will be all for the documents folder.