JobCostGuide > Job Cost > Managing Your Jobs > Creating Your Jobs > Attaching Files to Jobs
Attaching Files to Jobs
You can use the Attachments tab to attach documents related to your jobs. You can publish the documents to a server so everyone can see them or you can keep them on your local drive so only you can see them.
To attach documents to master records:
1 In the JC Job Management window, click the Attachments tab.
2 Click the Add button. This opens the Add or Change Attachments window.
3 Click the drop-down in the File Location field, browse to the file you want to attach, select it, and select OK.
4 In the Description field, add a description of the attachment.
5 Select the Publish to Server check box if you want to publish the file to the server.
Files published to the server are available to anyone with access to the server location.The server location is defined in the CMS Organization Information window.
NOTE: The SQL database allows you to store documents that are 2GB or less. SQL Express allows you to store a total of 4GB.
6 Select OK.
Once a file is added to the Attachments grid, you can drag-and-drop it to the position you want.
 
Tips & Tricks: Attaching a File that Needs to Be Updated
If you want to attach a file that needs to be updated on a regular basis, you can save the file in a shared location. Ensure everyone that needs to update the file has access to that location. Attach the file to the record using the shared location path, but don’t publish it. If you publish the file to the server, you must republish it each time you make changes.
If you don’t want to use a shared location, you can create a custom menu.
Published date: 03/27/2020