How to add Documents to a job?
GeoOp offers a very flexible document template builder that enables your GeoOp Administrator to build standard document that can be automatically created for all your jobs with no manual effort. As an example, you can easily generate a Job Sheet (or Job Report) that consolidates all the notes, photos and charges for a job into a single PDF document, that you can use internally or share with your client.
To add a document to a job, simply head to that job and click + > Document. The list of document templates that your GeoOp Administrator has set up will be displayed. Select the document you want to create and it will be added to the job.
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Can anyone add documents to jobs?
To access that feature your GeoOp Administrator needs to grant you the permission "Create, edit and delete Notes & Files within Jobs".
How to send a document?
Simply head to the corresponding job, go to the Documents tab and click on the ... next to the document you want to send. Select Send via email, customise the content of your message and send it.
How to delete a document?
Simply head to the corresponding job, go to the Documents tab and click on the ... next to the document you want to delete. Select Delete and confirm before to delete the document definitively.
Be careful, deleting a document is permanent and cannot be reversed