In this article:
Attach PDFs to ALL of One Type of Document Template
Attaching PDFs to SingleOps documents can be done on the document template itself. For example, you may want to attach your Terms & Conditions to all Proposals sent out of SingleOps. In this case, the PDF would be attached to the Document Template itself.
Navigate to
Setup > Templates > Document Templates
Click Edit next to the appropriate document template
Navigate to the PDF tab
Toggle Append Attached PDFs to YES
Click Click to Upload to add your PDF
Select file(s) and click Open
Click Update Document Template to save your changes
Attach PDFs to an Operation
If a PDF is specific to a certain type of Operation (e.g., a design draft for Design/Build work), the PDF can be attached to the Operation & any documents (Proposal, Invoice, or Work Order) associated with that Job.
Navigate to
Setup > More > Operations
Click Edit next to an existing Operation or create a New Operation
Click Choose Files next to either or both:
Additional Proposal Documents - PDFs that should be included on proposals whenever the job is associated with this operation.
Additional Invoice Documents - PDFs that should be included on invoices whenever the job is associated with this operation.
Select file(s) and click Open
Update Operation when finished
Attach PDFs to a Job
Navigate to a Jobs page and attach documents a few different ways:
From the Create a Lead, Proposal or Active Job page, under the Additional Options section, next to Attach Image(s), click Choose Files
From an existing Job, expand the Job number and click Attachments > View/Edit Photos
Click Edit on an any existing Job and click the 'paper clip' icon, then Click to Upload attachments
Select one or multiple file(s) and click Open
When finished, Save the Job
Attach PDFs to an Item
Navigate to
Setup > Items > Items
Click Edit next to an existing Item or create a New item
Next to Attach Images, click Choose Files
Select file(s) and click Open
When finished, Update Item
Additional Notes
Email attachments that exceed 25MB will not be deliverable.
Acceptable image formats: PDF, JPEG, PNG