Overview:

Attachments are a great way to keep any sort of file or link related to the subcontract in one place. Common attachments could be signed contracts, estimates, quotes, or external communication (such as Outlook messages saved as files by dragging them to your desktop).

Note that if you want to attach insurance documents, Subcontract Insurances tab is more appropriate for this.

Please also note that attachments are visible to the subcontractor if they are a Subcontract User.

Screen Guide:

Open

You can quickly add files by clicking and dragging files into the space highlighted by the red box next to Select File, then clicking Upload. You can also use the Choose File button to use the explorer to find a file.

As an alternative to a file, you can also attach a URL/website address using File URL. This is useful for documents hosted on a cloud server, and also ensures that the file is the latest version if it is edited.

File Group is an optional way to categorise attachments for easier global searches using File Attachments. You can add additional groups by using File Groups.

Details is another optional field to add free text to describe the document. This is useful if the file name is not descriptive enough, or if you have several similarly named files.

To view the attached document or navigate to the URL, click the File Name field. To edit the attachment, click Edit, or you can Delete the file altogether.

Next Steps:

Once attached, files are saved to the Workbench server and can be retrieved at will any time in the future.