You can add files related to your change orders, including scanned agreements, blueprints, pictures, or any other important documentation.
To add a file to a change order:
- In the object selector, select a project.
- In the sidebar, hover over Contracts and Commitments, and select Change Orders.
- In the table, select the change order to which you want to add the file.
- On the Change Order Details page, select the Files tab.
- On the Files tab, select Add.
- In the Add File dialog box, in the Select Folder section, select a folder in the project library.
- In the File field, select a file.
- Select Upload.
Last Published Tuesday, August 17, 2021