Basics of Files & Photos

Basics of Files & Photos

Purpose:

To Upload Files & Photos.

Background:

In Contractor Foreman, Files & Photos is a good place to store all your files & photos pertaining to your projects. You can quickly & easily upload your documents & images.

Points to Remember:

To save your work, click the blue Submit button. Deleting Items can only be done by a person with Admin Rights or if you are given access to do so. If a File or Photo needs to be Deleted, you can do so by going back to the module where you uploaded it.

Steps to Upload Files & Photos:

  1. Navigate to Main Menu.
  2. Click on Files & Photos.
  3. Enterthe followinginformation:

Apply Filter:

  • Customer: Filter by Customer.
  • Project: Select from System List.
  • Filter By Tag/Module: Select from Drop-down.
  • Filter By File Extension: Select from Drop-down.
  • Show all Files: Check Mark Box.
  • Search:

View Folders:

  • Allows you to view all that you have uploaded.

Email Files:

  • Send Email: Allows you to email out the Document or Image directly from Files & Photos.

Upload Files:

  • Add New File: Fill out the below fields.
  • Project: Select from System List.
  • Tags: Type to add a Tag.
  • Date/Time: Auto filled.
  • Note:
  • File Name:
  • Add an Attachment:

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