Sending Attachments to JobFile for Suppliers

This document explains how attachments should be managed by ClickHome administration and supervisors so that the correct documentation is available to the suppliers in JobFile.

  1. Firstly, a ClickHome admin user (or ClickHome consultant) need to setup the document categories. 
    Document categories determine whether documents are automatically sent to the suppliers when a document is uploaded.
    All task related documents are sent to JobFile regardless of their document categories.
    All contract (job) related documents follow the below rules;
    • if inConstructionShare = 2 or 3 is against a document category then any document with either of these categories will be sent to the supplier and it will be stored in JobFile.