Documents in each Job

The Documents tab in the Jobs and Client windows shows files related to the selected job or client.

Files and folders are displayed in a tree format, like what you see in Finder or Windows Explorer. You can set up which folders are automatically added to a job when you create a new job type.

In the example below, you’ll see two special folders that aren’t part of the job itself:

• Templates: This folder sits at the root of the document store. If it contains files, it's visible in every client and job that uses that document store. It’s useful for commonly reused files like templates or company logos.
• Shared Documents: This folder belongs to the client (not just the job). If it has files, they’ll appear in every job for that client. It's ideal for client-specific files you use often, like logos or agreements.

You can right-click on any file or folder for more options, or use the buttons on the right side of the tab to access more features.