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- Firstly, a ClickHome admin user (or ClickHome consultant) needs to setup the document categories.
This will determine which document categories are automatically sent or not sent to the suppliers when a document is uploaded.- if bSupplierAccess = 1 is against a document category then any document with this category will be sent to the supplier and it will be stored in JobFile
- if bSupplierAccess = 0 is against a document category then any document with this category will NOT be sent to the supplier and therefore it will NOT be stored in JobFile
- Next, when uploading a document to a job or task from a mobile device it will be sent to the supplier in JobFile if the check box next to the document (2 in below screen shot) in the linked docs section (1 in below screen shot) is ticked when the task is scheduled and the document type is available for suppliers (see above #1)
- When uploading a document to a job or task in the web interface;
- If you tick the checkbox 'Supplier Access Visible' then the document will be sent to JobFile for the supplier to access or;
- If the document category you select allows suppliers to access it (see above #1) then it will be sent to JobFile for the supplier to access.
