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How do I associate a document with a job?

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