How do I attach a document to a job - either pdf or excel?

Question

I'm looking to attach a document to a job that tracks various project completion steps. Is there any way to attach a document to a job either via pdf or excel? I cannot find anywhere to attach...thanks

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Reba Ristich
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jeffpeterson1 · Answer

You can create a new field of type 'File Attachment' that will allow you to upload any file. Are you just trying to attach it to the record or are you wanting to do more with it?

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Jeff Peterson
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rebaristich · Answer

thanks for your response. Potentially both...do I create a new field type in a specific job or is it a high level option (in short where do I do that? I'm new to the software)

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Reba Ristich
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jeffpeterson1 · Answer

The field would be created in the table you track the job in. Then the field is added to the form or forms that you use when viewing those job records.

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Jeff Peterson
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rebaristich · Answer

Ok, sorry if I'm misunderstanding. So I clicked on a job went Forms &gt; Jobs Main Form and i get to table that has "elements", "properties" and "Dynamic Form Rules". In the "elements" tab I can make a selection of fields, but I do not see one that is for "File Attachment"------------------------------Reba Ristich------------------------------

jeffpeterson1 · Answer

That menu is for controlling how the fields are organized on a specific form.
If you view that form normally and right click on a field,&nbsp; you can use this menu:
Then scroll to the bottom and click &lt;Create a New Field&gt; and in the little side menu that pops up you name it and choose the type 'File Attachment':Then when you go back and view your form, you should see it there.
------------------------------Jeff Peterson------------------------------

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How do I attach a document to a job - either pdf or excel?

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