Forum Discussion

Qrew Member

3 years ago

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

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...thank...

Tables and fields

Qrew Captain

3 years ago

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
Qrew Member
3 years ago
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
  Qrew Captain
  3 years ago
  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
    Qrew Member
    3 years ago
    Ok, sorry if I'm misunderstanding. So I clicked on a job went Forms > 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"
    
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    Reba Ristich
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