This video shows you how you can upload files and attachments to any customer, property, or job in SynkedUP.
There are three layers to the folder hierarchy for attachments and files: Customer, Property, and Job. This tutorial will explain them.
Step by Step:
Click Clients & Properties on the main sidebar and then select a Customer. This is the first level in the attachment folder structure.
There are two icons for attachments:
the paper clip icon allows you to view previously uploaded attachments
the upload icon allows you to (surprise) upload attachments
The next layer to the folder structure is a Customer's Property. Click on the yellow house icon to view the Customer's properties. Here you see the same two icons, which do the same for a Property as they did for a Customer, allowing you to both upload and view attachments that belong to a Property.
The last layer to the folder structure is a Job. The Job belongs to the Property which belongs to the Customer.
There's a folder for attachments for a job as well, as you can see below. You can upload attachments to a job and view them.
When you click on the paper clip icon to view attachments for a job, you will see something similar to this:
You can click on the different folders to see:
this job's attachments or
all jobs' attachments or
the property's attachments
You can't view the customer's attachments from here though. To do so, you need to go back to the Customer page, and then click on the paper clip icon.
Here you can see a folder named This Customer. Click on this folder. This shows you all the attachments that belong to the customer file. This does not include the Property and Job attachments - just the customer attachments.
Hopefully, that gives you a clear understanding of the attachment folder structure in SynkedUP!
Drop us a line if you have any questions - hint: use the blue chatbox.