Documents
The Documents module is a centralized document management area in JobNext. It provides a single view of all documents uploaded across the system, making it easy to find, organize, upload, and download files associated with jobs, customers, prospects, and other records.
Navigation: Documents in the left sidebar
Document List Columns
The main document grid displays all documents uploaded across JobNext with the following columns:
| Column | Description |
|---|---|
| Header | The document name or title as it was uploaded. |
| Author | The user who uploaded the document. |
| Uploaded | The date and time the document was uploaded to the system. |
| Job | The job associated with the document, if applicable. |
| Customer | The customer linked to the document, if applicable. |
| Prospect | The prospect linked to the document, if applicable. |
| Type Tag | A label indicating the document type or category. |
Document Type Tags
Each document in JobNext is tagged with a type that identifies what kind of document it is. Common type tags include:
- VENDORBILL — Vendor bill or invoice documents
- SITEEXPENSE — Site expense receipts and records
- TASK — Task-related documents and attachments
- VOUCHER — Financial voucher documents
- TENDER DOCUMENT — Tender submission documents
- CAPITALPOOFFER — Capital purchase order offer documents
Key Features
- Upload documents — Use the upload button to add new documents to the system. Documents can be associated with jobs, customers, or prospects during upload.
- Download documents — Select one or more documents and use the download button to retrieve them.
- Grouped view by Job — The right panel displays documents grouped by Job Name, providing a quick way to see all documents associated with a specific job.
- Search and filter — Use the grid's built-in filtering to narrow down documents by any column, including type tags, author, or date range.
Documents Module Pages
Tip: Use the grouped view in the right panel to quickly locate all documents for a specific job without scrolling through the entire list.
Videos
The following videos demonstrate key features and workflows covered on this page.
How to Share a Document.