Adding documents to your jobs
Lots of our customers add documents to their jobs, documents such as Risk assessments, method statements even schematics and product drawings. This can be a requirement for doing the job or simply a way to make your engineers lives easier. Putting key information at their fingertips.
Documents and attachments can be added to a job when logged in on the web or from one of our mobile apps.
Read on to find out how to add a document to your job when logged on the web.
Adding documents and attachments to a job
When logged in to Okappy on the web, select your jobs dashboard
- Click the id next to the job that you want to add the document to
- Scroll down to the bottom of the job details page
- Click the upload button
- Drag your document or browse to your documents location
- Click Done
Your document will be added to the job and can be viewed by clicking on the view attachments link.
Your engineers can also view the job by click View signatures/attachments from within the job details on their app.