ContributionsMost RecentMost LikesSolutionsRe: How do I attach a document to a job - either pdf or excel?Ah thank you! had no idea i could just edit straight from there. Appreciate the help! ------------------------------ Reba Ristich ------------------------------ Re: How do I attach a document to a job - either pdf or excel?Ok I figured out how to add the field. However, when I go to actually add it to the job form it is grayed out to where I cannot add it as an element to the form....do you know why this is? ------------------------------ Reba Ristich ------------------------------ Re: How do I attach a document to a job - either pdf or excel?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" ------------------------------ Reba Ristich ------------------------------ Re: How do I attach a document to a job - either pdf or excel?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) ------------------------------ Reba Ristich ------------------------------ 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...thanks ------------------------------ Reba Ristich ------------------------------