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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;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;
if you upload a document using the 'Take Photo' or 'Choose from Library' function in the task options page;
and the document type is available for suppliers (see above #1) - When uploading a document to a job or task in the web interface 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.