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  1. 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.
    1. 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
    2. 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


  2. Next, when uploading a document to a job or task from a mobile device it will be sent to the supplier in JobFile IF;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 or;
    Image Removedif you upload a document using the 'Take Photo' or 'Choose from Library' function in the task options page;
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    and the document type is available for suppliers (see above #1)
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  3. When uploading a document to a job or task in the web interface interface; 
    1. If you tick the checkbox 'Supplier Access Visible' then the document will be sent to JobFile for the supplier to access or;
    2. 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.