I want to associate one of my documents with a job in my library.
Adding documents to a job allows employees to see only paperwork of the jobs they are assigned to. By attaching documents to jobs, they can also be accessed in any report’s Associated Documents section.
- With the document page open, tap on the gold “Jobs” in the top right
- Select all jobs that apply to the document from the dropdown menu
- This document will now automatically appear in the library for all jobs you selected