Start uploading your PDF documents directly in the document library within the Document Add-On's new feature, PDF Library (Power Up).
You need to have the Documents Add-On enabled to access this feature.
Navigate to the Add-Ons > Documents > PDF Library (Power Up) > click on the toggle to access the PDF library.
You can now start uploading your own PDF documents.
Click on the Manage PDF Library.
Now add the PDF file by uploading it using the 'Upload PDF Document' button or by dragging and dropping files within the PDF library.
Wait for the documents to finish uploading. Once it's finished, you can click "Save".
If you want to rename you documents, you just have to click the pen icon after the document name.
Remove a PDF document from the library by clicking the trash bin icon.
Don't forget to click "Save" to apply your changes.
Check the checkbox next to the PDF documents you want to make available when adding documents to job details or customer profiles.
Now you can use these PDF documents to attach to the job or add them to the customer profile.
PDF documents are stored separately from other documents. To attach PDFs to a job, click on the 'PDFs' tab to view your documents list.
These PDFs do not support editing and e-signature. This feature is solely for static PDF attachments.