Forum Discussion

RebaRistich's avatar
RebaRistich
Qrew Member
4 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...
Forms
Tables and fields
JeffPeterson1's avatar
JeffPeterson1
Qrew Captain
4 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's avatar
RebaRistich
Qrew Member
4 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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