You can upload PDF documents and then associate with a Job and/or with a specific Client.

Simply name your document and upload the PDF file from your computer. You can also make this document specific to a client by selecting a client's name from the drop-down list.


You can view all the documents which you have uploaded onto Klipboard. You can edit, preview the document or delete it.


Add Documents to Jobs

Documents can be added from the web dashboard to a job that is in either Assigned, Pending or Completed Status, by navigating to the Job Overview > Click on Actions > Add Document as per below:


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