There is a document and note storage area in both the estimate and job. This can be found under the Estimate details or Job Details tab.

Adding Documents
1. Scroll to the bottom left to add Documents
2. Click to upload or drag and drop


3. You can create a new folder name
4. Or add to an existing folder
5. Click "Upload"

These can be shared to the Client portal by clicking on the document and choosing "Share"

Adding Notes
6. There is a notes field on the right of the "Details" tab
7. Type in your note
8. Click "Save"
9. The note will date and time stamp with the logged in users details

10. There is a trash can to delete notes


In the corresponding job you will see any documents and/or notes added at the estimating stage, and the ability to add more and share to the Portal

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