To add one or more documents to a job, perform an upload in the Documents tab.
To upload one or more documents:
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Under the Jobs menu section, go to
.
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Select a job from the filter list.
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Click
Attach Documents.
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In the dialog that opens, click
Select files to open your file explorer.
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Select the files you want to upload.
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Click
Open, or press ENTER.
Maconomy lists the file/s you selected in the dialog. You can opt to delete some of the files before performing the upload.
Note: Instead of performing steps 4-6, you can opt to select the file/s from your file browser window, then drag and drop them into the Attach Document dialog.
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Click
Ok.
Maconomy uploads the file/s and lists them in the Documents tab.
Note: If you want to enter additional remarks for a specific document, you can fill out the
Remark field for that document in the Documents tab. Click
Save, or press ENTER to save the information.