File and Document Management

What It Does

Allows users to attach, tag, and manage files related to specific jobs.


Video: Uploading your job attachments
Video: Job Attachments and Organization 

Why It’s Important

• Centralized Documentation: Keeps all project files in one accessible location.
• Organized Workflow: Allows tagging and filtering for quick retrieval.

How It Helps

• Saves time by making files easily searchable.
• Enhances collaboration by ensuring everyone uses the correct versions.

Step-by-Step Instructions

1. Upload Files to a Job:
   • Open a job and click the Attachments tab.
   • Drag and drop files or use the Upload File button.
   • Name the file and add relevant tags (e.g., "Design Proofs", "Permits").
2. Organize Files:
   • Use tags to categorize files by type or purpose. 
   • Search files by tag to quickly locate what you need.
3. Download or Share Files:
4. Click on a file to download or share it via email.

Supported File Formats for Uploads

Image Files

• JPG/JPEG: Commonly used for high-quality images.

• PNG: Supports transparency, ideal for logos or design elements.

• GIF: Limited animation or static images.

• SVG: Scalable vector graphics for design files.

Document Files

• PDF: Standard for contracts, permits, or proofs.

• DOC/DOCX: Microsoft Word files for editable documents.

• TXT: Plain text files.

Spreadsheet Files

• XLS/XLSX: Microsoft Excel files for data and pricing sheets.

• CSV: Used for importing/exporting bulk data like contacts.

Design Files

• AI: Adobe Illustrator files (check for optional support or required plugin).

• EPS: Vector format often used in signage design.

• PSD: Adobe Photoshop files for raster images (limited functionality).

Other Formats

• ZIP/RAR: Compressed folders for multiple file uploads.

• MP4/MOV: Video files for customer presentations or project references (if applicable).

• DXF/DWG: CAD files for technical drawings (optional, based on system features).

Pro Tips

• Tag files consistently for efficient searching.
• Regularly review and delete outdated files to maintain organization.