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:
- add an external document from the Add New dialog
- add an external document using the Attach Document button
Step-by-step guide
Open the Job Bag to which you want to add an external document.
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.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.
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