Add New Comments with Attached Files to Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add new comments with attached files to job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To add a new comment with attached files to a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation that you want to add a new comment with attached files to.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation that you want to add a comment with attached files to and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation that you want to add a comment with attached files to.
6. Highlight the conversation that you want to add a comment with attached files to and in the right pane, enter your comment in the Type a comment or drag files here field.
7. 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.
8. Click Publish or Private.
   WorkBook displays the new comment at the bottom of the list of comments.