Add New Comments with Attached Files to Briefing, Description, Price, Purchase Order, or Invoice Conversations

Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to add new comments with attached files to briefing, description, price, purchase order, or invoice conversations.

To use the Briefing, you must have access to Jobs as defined in User Access Rights under Settings.

To use the Description, you must have access to Jobs as defined in User Access Rights under Settings.

To use Price, you must have access to Jobs as defined in User Access Rights under Settings.

To use Purchase Order, you must have access to Jobs as defined in User Access Rights under Settings.

To use Invoice, you must have access to Jobs as defined in User Access Rights under Settings.

To add a new comment with attached files to a briefing, description, price, purchase order, or invoice conversation:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job of the conversation that you want to add a comment with attached files to.
3. Take one of the following actions:
   • On the side toolbar, click Briefing.
   • On the side toolbar, click Description.
   • On the side toolbar, click Price.
   • On the side toolbar, click Purchase Order.
   • On the side toolbar, click Invoice.
4. Click the Briefing Conversation , Task Conversation , or Conversation tab.
5. Enter your comment in the Type a comment or drag files here field.
6. Click Attach files to your comment > Add attachment and locate and open the file that you want to attach.
   Alternatively, drag the file that you want to attach in the Type a comment or drag files here field.
7. Click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.