How2Chase - Production

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You can add external documents to a job bag in various ways.  These include:

  • from the Add New dialog - this attaches the document to the Job Bag.
  • using the Attach Document button - this attaches the document directly to the Brief, Cost Sheet, or other relevant document. 


Find out how to:


Step-by-step guide


  1. Open the Job Bag to which you want to add an external document.

     Adding an external document from the Add New dialog


    Here's a visual demonstration for adding an external document from the Add New dialog


    1. Click the Add New button.

    2. The Add New dialog appears, select Ext Doc, and then click the Create button.



    3. The External Document screen opens. Click on the Add External Document button.



      To complete this process follow on from step 2 below.
     Adding an external document using the Attach Document button


    Here's a visual demonstration for adding an external document using the Attach Document button


    1. Open the Chase document to which you want to attach an external file, and click the Attach Document button on the toolbar.



      To complete this process follow on from step 2 below.

  2. The Document Upload dialog is displayed. Drag and drop files or click anywhere on the dialog to browse for the file you want to attach.

    You can also click Link the icon to specify a link to a file stored elsewhere.

  3.  Select Upload.


    Notice that the file has been added to the External Document section of the Job Bag tree. 



    Anyone with access to the document and sufficient access rights can perform actions on the document, such as viewing, emailing, and replacing it.

    If the document was added from a specific Chase document e.g Brief, Cost Estimate, etc the source document will appear in the Related Document field.