Add a document

Use these instructions to add documents into WorkflowMax when there is no document management system (DMS) enabled.

If a DMS is enabled, use the instructions: Adding a document (DMS enabled).

To add a document into the Documents tab:

1. Open the Documents tab.
   • Jobs
     1. Select Jobs > Jobs.
     2. Drill down on the job you wish to work with.
     3. Select the Documents tab.

   • Clients
     1. Select Clients.
     2. Drill down on the client you wish to work with.
     3. Select the Documents tab.

   • Quotes/Estimates
     1. Select Business > Quotes.
     2. Drill down on the quote/estimate you wish to work with.
     3. Select the Documents tab.

   • Suppliers
     1. Select Business > Suppliers.
     2. Drill down on the supplier you wish to work with.
     3. Select the Documents tab.
2. On the Documents tab, provide the following information, as required.

   Field	Description
   Title	A descriptive title for the document.
   File	The file that you wish to upload. Select the Choose File button and choose a file.
   Note	Notes or comments about the file.
   Folder	(optional) The name of a  folder Folders allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Folders are specific to each job, so if you create folders for one job they will not be available to another job. Job templates can contain folders and those folders can be pre-populated with selected tasks, costs and milestones.  to store the file in. Using folders is a convenient way of grouping related documents. If the folder does not exist, it will be created and the file will be stored in it.

3. Save to upload selected the file.