Attaching files
In the valuation form, there's an Attachments tab. This tab serves as a repository for general files associated with the job that aren't meant to be treated specially.
We have specific places on the job for reports and invoices that allow them to receive special treatment, so these files generally shouldn't be added to the attachments tab unless you want extra copies of the files.
You can upload files by dragging and dropping them onto the dropzone from your filesystem, or by clicking it and selecting the files from your file system. If you're using flat view, the dropzone will is a rectangle at the top of the attachments panel that looks like this:
If you're using the folder view, you can drag and drop your files into a folder, or onto the folder you're currently viewing.
Once files have been uploaded, they'll appear below the dropzone or in the current folder.
Immediately after a file is uploaded, its card will have a grey background, meaning it's been uploaded, but not yet saved to the job. This means that if you close the job form without saving and choose to discard your changes, the file won't be attached to the job. Once you save the job, it'll turn white, indicating the attachment has been saved.
You can click images to view them, or click the download button on any attachment to download a copy of it to your computer.
Some file types are also editable.
Read more about working with attachments here.
Attachments and reports
If you're generating a proforma report from your job, you can use the On report switch in the flat view to include a file in the report. The selected images will appear on the report in the order that they are in the grid. You can reorder files in the flat view by dragging them around.