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Job Documents

SedonaDocs is an add-on module that must be purchased to be able to attach or scan and attach documents in various areas of the application.  Your company must subscribe to SedonaDocs to be able to attach or scan documents to a Job record.

When documents are attached to a Job, they are stored as Site documents in the Customer Explorer.  To add a document to a job, follow the topic links below.

Open the Job record where a document will be attached.

Once the Job record is open, select the Tools toolbar, then select the Documents button on the Tools toolbar.  Positing your mouse in the white area to the right, right-click and select either the Add Existing Document or Scan New Document option.  Depending on which option is selected, follow the link below for further instructions.