Attach Documents to a Job

To add one or more documents to a job, perform an upload in the Documents tab.

To upload one or more documents:

1. Under the Jobs menu group, go to Jobs > Job Home > Documents.
2. Use the search filter or the Search field at the top of the workspace to select a job.
3. Click Attach Documents.
4. In the Attach Document dialog box that opens, click Select files... to open your file explorer.
5. Select the files you want to upload.
6. Click Open or press ENTER.
   Maconomy lists the file/s you selected in the dialog box. 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 box.
7. 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.