Customer documents are often uploaded after an agreement has been signed based on the document tasks for that job. But if needed, a user can also upload customer documents before an agreement is signed.
This can be done through the Documents modal that is found on the right side of every job.
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Once you click it, you'll see an Upload button.
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Then, the document uploaded will be shown with the details: Name (filename) and Date Uploaded.
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Once documents are uploaded, they can be downloaded. For example, an ops coordinator may want to download a utility bill that was uploaded pre-sale and add it to a utility bill task in the project workflow. To download, simply click on the options icon (3 vertically-aligned dots) on the right side of the document and choose Download). 
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What types of documents can be uploaded?
Any document type can be uploaded and saved using this feature: PDF, image, Excel, etc. There are no file type restrictions. There is, however, a size limit of 50MB.
How many documents can I upload?
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The Documents modal can be accessed on any phased phase of an open job. |
If you have any other questions about this feature, reach out to support@sightensupport@goeverbright.io.
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