Attach PDFs to SingleOps Documents

Introduction

Attaching PDFs to SingleOps documents can be done on the document template itself or on the Job level for a specific Job's documents. 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. However, if a PDF attachment is specific to a certain Job (e.g., a design draft for Design/Build work), the PDF can be attached to the Job & any documents (Proposal, Invoice, or Work Order) associated with that Job.  

 

Table of Contents

I. How to Attach PDFs to Document Templates

- Navigation & Set-Up

- Example

II. How to Attach PDFs to a Specific Job's Documents 

- Navigation & Set-Up

- Example

 

 

I. How to Attach PDFs to Document Templates

 

Navigation & Set-Up

1. Navigate to:

             mceclip0.png Admin >

                      Document Templates 

2. Select Edit next to the appropriate document template

3. Navigate to the PDF page

4. Select Click to Upload  to add your PDF 

5. Select Update Document Template to save your changes 

 

Example:

 

Screen_Recording_2021-08-11_at_09.40.27_AM.gif

 

 

 

II. How to Attach PDFs to a Specific Job's Documents   

 

Navigation & Set-Up

1. Navigate to:

             mceclip1.png Admin >

                      Document Templates

 2. Select Edit next to the appropriate document

 3. Navigate to the PDF page 

4. Toggle Append Attached PDF to Yes 

5. Select Update Document Template 

6. On the Job edit page select Choose Files under Additional Options 

7. Save & Close the Job 

 

Example:

 

Screen_Recording_2021-08-11_at_09.44.47_AM.gif

 

 

 

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