Attaching files

  • Purpose: Attaching files to Jobs, Estimates or Suppliers facilitates easy management of important documents. For example, you can attach images of a property for the engineers to easily access when they are on the way to a job or currently at a job.

     

    Please note:

    • Maximum file size cannot exceed 32MB
    • File name cannot exceed 75 characters
    • Deleting files is irreversible and these files cannot be recovered

     

    Attaching files to Jobs

    • Attached Files > Add new file > Click to upload a file

                ◦ Alternate method - Attached Files > Add new file > Drag and drop files into  Commusoft



    Attaching files to Estimates

    • Attached Files > Add new file > Click to upload a file

                ◦ Alternate method - Attached Files > Add new file > Drag and drop files into Commusoft



    Attaching files to Suppliers

    • Attached Files > Add new file > Click to upload a file

                ◦ Alternate method - Attached Files > Add new file > Drag and drop files into Commusoft



    Deleting, Viewing or Downloading Your Attached Files on Jobs/Estimates/Suppliers

    • Attached Files

                ◦ Deleting - Plus button > Delete > Type “delete”

                ◦ Viewing - Plus Button > View

                ◦ Downloading - Plus button > Download