You can store documents inside jobs, tasks and under the client profile. You can upload different versions but there isn't currently a way to create folders for your documents inside of the system.
However, if you store documents inside of each job - your job is your folder! You can store documents inside of each job to keep them organized (e.g. bi-weekly payroll due 6/15 has relevant documents stored for this due date). If you want to store general documents, the client profile is a great place but it won't be quite as organized.
How to store documents inside Job
::Note:: If your job has a repeat schedule, the documents do not roll forward. The documents will stay with this version and become archived when the job is completed.
To add documents to a job, from the Jobs tab, click on any job to access that profile. Next, click on the Documents tab next to tasks near the bottom of the page.
Then, click New Document to choose and upload your document. Once your document is uploaded you can click the arrow to upload a newer version or delete the document.
How to store documents inside a specific task
To store documents inside a specific task, first navigate to the job then scroll to the taslk list within the job's profile. Click on the arrow on the left-hand side to expand the task.
Next, Click + Add attachment to choose and upload a document.
Once uploaded you can click the arrow to add a newer version or delete the document
How to store documents inside a client's profile
First, navigate to the client profile you'd like to add a document to, then click on the Documents tab
Click New Document to choose and upload a document. Once uploaded you can click the arrow to upload a newer version or delete the document.
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